Overview

This article walks you through how to process a split payment for a client in Core. A split payment allows a client to pay for a session or service using multiple payment methods—such as account credit, cash, or card. This flexibility helps meet client needs and ensures smooth transactions at the point of sale.

Prerequisites

• Access to Core with relevant permissions
• A client record with an active account credit balance (optional)
• A product, package, or drop-in rate available for purchase
• Understanding of how to use Schedule and New Sale workflows

Step 1: Process a Split Payment via the Schedule

1. Log in to your Core account and navigate to the Schedule.

2. Select a session that has a drop-in price.

   

3. Find the client's name in the attendee list.

4. Click the cart icon next to the client’s name to open the payment screen.

   

5. In the checkout screen, select your first payment method (e.g., cash) and enter the amount (e.g., $50).

   

6. Add a second payment method (e.g., card) and enter the remaining amount (e.g., $50).

   

7. The system will automatically balance the payment. If the split amounts total the full balance, the Checkout button will become active.

8. Click Checkout to complete the sale.

Tip: If a payment method is applied more than once in error, remove the extra method to avoid duplicate charges.

Step 2: Process a Split Payment via New Sale

1. Log in to Core and navigate to Payments > New Sale.

   

2. Add a product or drop-in rate that exceeds the client’s available account credits.

   

3. Select the client.

   

4. In the checkout screen, choose payment methods (e.g., cash, credit card).

   

5. Then, apply Account Credit (if applicable).

   

6. Enter specific amounts for each payment method and confirm the total adds up to the full balance.

   

7. Finalize the checkout to process the sale.

Expected Outcome

• The client’s payment is split across the selected payment methods.
• The transaction is processed without issues.
• A record of the split payment appears in the client’s payment history and reports.

FAQs

Can I split a payment between more than two payment methods?

Yes! You can use account credit, cash, card, or other available methods as long as the total covers the full amount.

Do I need to do anything special if a client’s account credit isn’t enough?

No—simply add another payment method and split the amount accordingly.

Where can I find the transaction after it’s processed?

The split payment will appear in the client’s Payment History under their profile and in Reports > Retail Dashboard.

Need Help?

Reach out to our support team via [email protected].