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1. Introduction

Definition

Partial Payments is an offer option on the Leeloo.AI platform that lets a client pay for a product or service in multiple installments instead of one lump sum. In the offer settings you define the minimum first-payment amount and the percentage of total cost at which the order can be marked as "successful." The option belongs to the Convert stage of the customer lifecycle — a flexible conversion tool for buyers who cannot pay the full amount upfront.

The option is configured on the offer card (in the Offers section) and only works in combination with a Buy button placed in a chat message or a tunnel block. When a payment is made, an order is created in the Orders and Sales section, and each partial payment becomes a separate invoice. The option is compatible with any payment system, including Manual Payments.

The B2B operator (company manager or administrator) enables the option in the offer's additional settings, sets the minimum partial-payment percentage and the success threshold. The manager monitors incoming payments in Orders and Sales, manually confirms orders through the partial-payment filter when needed, tracks the status of each invoice, and helps the client by sending the Complete Payment button if the original payment link is lost.

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The B2C client receives a Buy button in chat or a tunnel, opens the offer, and at the payment step checks Make Payment Partial, enters a comfortable amount (no less than the minimum allowed and no more than the full price), and pays. After each partial payment a Complete Partial Payment button appears on the thank-you page — the client returns and pays the remaining balance in one or more installments until the order is closed.

Every order event is written to the Client's Card: each partial payment creates its own invoice with amount, currency and date; the accumulated paid amount, current balance and order status ("Open" → "Completed") are available in the Order History section of the card. Based on this data, the Analytics and Orders and Sales modules calculate conversion, average check, and the share of partial payments in revenue.

After reading you will understand:

• how to activate the Partial Payments option in the offer's additional settings and which two percentages to define;

• in which scenarios partial payment works (Buy button in chat and tunnel) and where it is unavailable (direct offer link);

• how the client makes a partial payment and pays the balance through the thank-you page;

• how to send the Complete Payment button to a client who lost the payment link;

• how the list of order invoices is formed and where to find it in Orders and Sales;

• how the order status changes based on payment amount and how to manually move an order to Completed once the success threshold is reached.

Purpose

The Partial Payments option lowers the financial entry barrier for high-ticket offers: the client makes the first installment, gains confidence in the product, and finishes paying at a comfortable pace, while the company doesn't lose the deal because the buyer can't pay everything at once.

At the Convert stage the option turns "too expensive, not now" into "I'll pay in installments" — especially for high-ticket offers (courses, consulting, subscriptions, equipment). The minimum first payment removes the risk of refusal at the first step, while the success threshold allows the order to be closed automatically or manually before 100% is received, once the bulk of the funds has arrived. The job to be done — increase payment conversion through payment-schedule flexibility.

2. Activating and Working with Partial Payments

The option is configured on the offer card and activated via a Buy button in chat or a tunnel block. Below — a step-by-step walkthrough: from enabling the option to confirming the order once the success threshold is reached.

2.1. Enabling the option in offer settings

Go to the offer's additional settings and check Allow Partial Payments:

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Two fields will appear:

1. Percentage of Minimum Partial Payment — the system automatically recalculates the percentage into an amount. For example, if the offer price is $5000 and you set 1% ($50), the client cannot make a first payment below $50.

2. Percentage for Payment to Be Considered Successful — also automatically recalculated into an amount. If you set 90%, then once $4500 is paid (90% of $5000) the option to manually move the order to Completed becomes available. Useful for offers with many payments where, due to payment-system fees, the full amount may not be credited.

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2.2. Sending an offer to the client

The Partial Payments option only works for offers attached to a Buy button — in a chat message or a tunnel block. If the offer is opened via a direct link (e.g., https://wep.wf/b/qp3agb), the option is not available.

Open the chat with the client (use yourself for testing) and create a text message:

1. add a Buy button;

2. select the offer where the partial-payments option is enabled;

3. check Allow Partial Payments.

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2.3. The client's partial payment

The client clicks the Buy button in the chat and opens the offer. At the payment-details step they check Make Payment Partial and enter the amount they are ready to pay. The amount must be no less than the minimum allowed partial-payment amount and no more than the full offer price:

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If the client tries to pay less or more, the system displays a corresponding error:

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2.4. Completing the payment

After a partial payment, a Complete Partial Payment button appears on the thank-you page:

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By clicking it, the client can pay the remaining balance in one payment or make another partial payment. After each new partial payment the button reappears so the client can keep paying. When completing payments, the minimum-amount restriction no longer applies.

If the client loses the payment link, you can send them a dedicated button.

Go to the chat with the client, create a text message, add a Complete Payment button, and specify the offer name or order number the client was paying for:

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2.5. List of payments (invoices) for an order

Each payment toward an order creates a new invoice in Orders and Sales with the payment details. To view all invoices for an order, click the order row — a list of payments with amounts, currencies, and dates expands.

2.6. Order status and confirming a partial payment

During a partial payment, the order status stays Open until the offer is paid in full. Once fully paid, the status changes to Completed automatically.

You can manually move an order to Completed even if the payment is not full or exceeds the offer price (under certain circumstances). To do this:

1. enable the partial-payments order filter (1);

2. click Filter (2);

3. when the filter is active, confirm the order (3). This is available if the offer has a Percentage for Payment to Be Considered Successful set and that threshold is already reached — the user has paid the required amount.

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Related instructions

Key terms