> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Take a Partial or Split Payment

Sometimes a patient wants to pay with multiple payment methods — for example, two credit cards, or a partial cash payment with the rest on a card. The easiest way to handle this is to **add the entire amount to the patient's balance**, then take **two partial payments** towards that balance.

## Step 1: Add the full amount to the balance

In the **Charge** window, enter the total amount to be collected. Under **Payment Method**, select **Add to Patient's Balance**, then click **Confirm**.

<img src="https://mintcdn.com/air_athelas/PtVrs79VscObHOlT/images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_1.png?fit=max&auto=format&n=PtVrs79VscObHOlT&q=85&s=3cbc1080c9f1a462bd8643cc2f8bfced" alt="Charge window with Add to Patient's Balance selected" width="2396" height="1646" data-path="images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_1.png" />

## Step 2: Collect the first payment

Click on the patient's name from the **Appointments** page to access their patient profile.

<img src="https://mintcdn.com/air_athelas/PtVrs79VscObHOlT/images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_2.png?fit=max&auto=format&n=PtVrs79VscObHOlT&q=85&s=3164e0c93c1072cb829751fc76acc429" alt="Opening the patient profile from the Appointments page" width="1268" height="98" data-path="images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_2.png" />

In the patient profile, select the same charge and click **Pay Balance**. Enter the amount for the first payment and choose the payment method for that amount.

<img src="https://mintcdn.com/air_athelas/PtVrs79VscObHOlT/images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_3.png?fit=max&auto=format&n=PtVrs79VscObHOlT&q=85&s=9a4bc1b734100ef329623ee0ff142fdc" alt="Selecting the charge and clicking Pay Balance" width="3264" height="610" data-path="images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_3.png" />

<img src="https://mintcdn.com/air_athelas/PtVrs79VscObHOlT/images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_4.png?fit=max&auto=format&n=PtVrs79VscObHOlT&q=85&s=8cb26f7d2ddac9d7e2606b731e8d8d97" alt="Entering the first partial payment amount and method" width="2400" height="1650" data-path="images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_4.png" />

## Step 3: Collect the second payment

You'll see that the balance on that charge has decreased by the amount you just collected. For the second payment, select the same charge and click **Pay Balance** again.

<img src="https://mintcdn.com/air_athelas/PtVrs79VscObHOlT/images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_5.png?fit=max&auto=format&n=PtVrs79VscObHOlT&q=85&s=575971ee4aaef39e3a8def28727055bc" alt="Charge balance decreased after first payment" width="2416" height="512" data-path="images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_5.png" />

Enter the amount for the second payment and choose the payment method.

<img src="https://mintcdn.com/air_athelas/PtVrs79VscObHOlT/images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_6.png?fit=max&auto=format&n=PtVrs79VscObHOlT&q=85&s=0b58535c9bb76b6562720ab0d9332786" alt="Entering the second partial payment amount and method" width="2384" height="1644" data-path="images/insights_front_desk/patient_responsibility/how_to_take_a_partial_or_split_payment/how_to_take_a_partial_or_split_payment_6.png" />

<Tip>
  ✨**Smart Tip:** The same flow works for **more than two** payment methods — keep clicking **Pay Balance** on the same charge and collecting partial amounts until the balance reaches `$0`.
</Tip>

### FAQ

<Accordion title="Can I split a payment across more than two methods?">
  Yes. Repeat **Step 3** as many times as needed. Each click of **Pay Balance** on the same charge collects another partial payment against the remaining balance. Continue until the charge balance reaches `$0`.
</Accordion>

<Accordion title="What payment methods can I use for each part of a split payment?">
  Any payment method available in Insights — credit/debit card, saved card on file, cash, check, or an Athelas card reader transaction. Each partial payment can use a different method.
</Accordion>

<Accordion title="What if I add the wrong total to the patient's balance in Step 1?">
  Edit the original charge or void it before collecting payments. Once payments have started posting against the balance, you may need to refund a partial payment first. See [How to refund a payment](/insights_front_desk/patient_responsibility/how_to_refund_a_payment).
</Accordion>

<Accordion title="How is a split payment recorded in the patient's PR timeline?">
  Each partial payment appears as a separate event on the patient's [PR timeline](/insights_front_desk/patient_responsibility/pr_timeline) with its own amount, payment method, and timestamp — making it easy to reconcile both transactions later.
</Accordion>
