General


 

Create Down Payment Percentages

 

Overview

If you set up a Down Payment, users will only have to pay the down payment percentage when they select Pay Later, rather than the full amount. They will have to pay the rest of the amount at a later point in time.

 

Instructions

  1. Navigate to Activities > Activity List
    activities_activity_list.jpg

  2. Expand an Activity
    select___to_expand_the_activity.jpg

  3. Edit a session
    select_the_edit_pencil_to_edit_session.jpg

  4. Navigate to the Pricing tab
    navigate_to_the_pricing_tab_to_create_down_payment_percentages.jpg

  5. Select Allow Pay Later
    check_the_allow_pay_later_checkbox.jpg
    • Note: Cannot be used with Payment Plans.

  6. Select Relative Date or Specific Date
    select_relative_or_specific_date.jpg
    • Relative Date: User has to pay on a date relative to some event (eg: Sign Up, Session Start, Registration Start)
    • Specific Date: User has to pay on a fixed date

  7. Select the Balance Due By date
    • For Relative Date
      select_balance_due_by_for_relative_date.jpg
      • Balance Due By: Enter the amount of days
      • Days Relative To: Select Before or After and in relation to what event (Sign Up, Registration Start, Session Start)
    • For Specific Date
      • Balance Due By: Enter the specific date and time
        select_balance_due_by_for_specific_date.jpg

  8. For both Relative and Specific Date, enter the percent (0 to 100%) to pay for the down payment
    enter_a_percentage_for_down_payment.jpg

  9. Select Save Session at the bottom of the page
    select_save_session.jpg

Now, at checkout, a user will only have to pay that percentage of the total amount as a down payment. The rest of the amount will be due at a later date.




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