To set up deposit and payment plans:
- From home page, click Setup under desired Season
- Click Deposits and payment plans from right side
- Choose Deposit amount for initial payment amount
- Note: If "Customers must pay in full in order to check out" is selected, the Payment plans section will not appear. If any other option is selected, the Payment plans section will be available for setup
- Note: To configure payment plans for selected sessions only, see Session Specific Payment Plans
- Set Deposit option available until for the last available date of the deposit option
- In Outstanding balance payment options section, choose Payment plan(s) with one or several installments
- Under Payment plans, click New
- Set up Installments details, click Save payment plan
- Note: If Automatic billing is set to Required, customers must agree to auto‑billing for all installments to complete checkout. If set to Optional, customers may choose to pay manually through their online account or by mailing checks.
- Note: If Internal only is checked, the payment plan is available only to organization users and will not appear to customers during online registration. An example where you might want to do this would be an option to spread payments out over a longer period of time that you want to offer to some families but not offer publicly.
- Note: If multiple payment plans are created, only the plan with the most valid installments will display. If two plans have the same number of valid installments, only the most recently created plan will display.
- Note: Payment plans can include two to twelve installments on dates you choose. When an order is placed on a payment plan, the unpaid balance is divided evenly across the remaining payments.
- Note: Registrants can view payment schedule after choosing a payment plan.
- Click Save and continue