When you create payment installments for a membership application, MatrixMaxx takes each of the line items on the application and separates them into equal sized installment line items equal to the number of installments.
So for example, you have an application with two line items: $2000.00 for membership dues and $400.00 for a foundation donation. If you were to create quarterly installments on this application, you would create eight new installment line items: four installment dues line items for $500.00 each and four installment foundation donation line items for $100.00 each.The amount due for each installment period would be $600.00.
If your member pays exactly $600.00, then everything works out perfectly and you have no issues. And if your member is using the Web site to pay themselves, they will only be able to make a full payment. But what if the member only sends a partial payment? Say $400.00. Here is where it gets complicated.
When you are entering the partial payment, the payment screen shows you where it is guessing you want the money to go, but you may edit it. So if you want the entire $400.00 to go towards the dues line item for that installment, you can do that. Or if you want $350.00 to go towards the dues line item for that installment and $50.00 to go towards the foundation donation for that line item, you can do that too. Just adjust the amounts in each line item after you have put in the amount of the full payment in the payment amount field.
What cannot be done is if you want the $400.00 payment to go towards the foundation donation for all four installments. You must pay all line items in the first installment in full before being able to pay against the next installment.
The logic in the coding also does not allow for you to make the $400.00 payment against the foundation donation line item before creating the installments. The mechanism that creates the installment line items will know that you made a payment of $400 already, but it won’t know that it was specifically made to the foundation donation line item. It will remove the $400.00 payment evenly across the line items for the first installment.