Sometimes a client asks to split an invoice across two payment methods — say, $100 on one card and $100 on another. Here's how to do that in Allison.
Step 1: Start the charge
Open the invoice and press Charge card (or Add payment → Charge card). This opens the payment modal with the client's saved card selected.
Step 2: Charge the first amount
Press Charge different amount and enter the amount for the first card — for example, $100.
If the card shown is correct, confirm it and press Charge $100.
You'll see a payment note appear immediately, showing the amount and card used. The invoice will still show the remaining balance as due.
Step 3: Charge the second amount
Press Add payment → Charge card again. The remaining balance will already be filled in.
Press Use different card to select the second payment method:
If the client already has another card on file, choose it and press Select card.
If not, press Add new card and enter the new card's details. It'll be saved and ready to charge.
Press Charge card to complete the payment.
Step 4: Confirm it's paid
The invoice will now show as paid in full. Expand the payment details to see the breakdown — each card and the amount charged to it.
Getting a client's second card on file
If a client doesn't want to read their card number over the phone, you can send them a secure link to add it themselves:
Go to the client's profile — either from their invoice or by searching Contacts.
Under Payment method, press Edit → Send customer link.
Choose how to send it: email, text, or copy the link directly.
Once the client uploads their payment info, it'll show up as an available card the next time you go to charge them — ready to select with Use different card.
If you have any questions, please reach out to [email protected]