The part payment system is designed to work until the end date, treating the units as ‘delivered’. This means it doesn’t allow for an early termination of the element. When you try to end the service from the person summary care packages screen or the part payments element, you’ll see the start date and the ‘delivered by date’.
However, there’s a workaround to this. You can cancel the service and repurchase it immediately, ensuring that the service provision, cost centre, purchaser, and supplier remain the same. This way, it would be on the same purchase order and there won’t be any issues with the interface payments already extracted.
To do this, follow these steps:
Go to the service container containing the part-payment element in question and click the edit pencil.
Add the same part payment element again and edit the delivery tab and dates as required. After confirming, it will make the change type ‘New’. This is the element that will replace the old one.
Cancel the old part payment element by clicking the red X icon. You’ll see a warning message but proceed by clicking OK.
Complete the step.
In addition, use the Advance Find functionality on the ‘Find Invoice/Credit Note’ screen on the Finance menu for the particular person, service, and supplier. Check the invoices and those payments that have been paid on a linked part payment will claw back, but as the new element will take over on the same Purchase Order the interface will not ask the supplier to be clawed back from.
Please test all the above to make sure that it behaves as expected before implementing in live. This is how you can achieve the premature ending of a part payment service (for example when a service user has died or the service is part way no longer required) by cancelling and re-adding.