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: If "Customers must pay a deposit of % of session tuitions in order to check out" is selected, the percent deposit will be a percent of all tuitions at checkout, not including session options
- Note: To configure session-specific deposit amount, select Set different deposit amounts for different sessions, please see Deposit for each session for details
- Set Deposit option available until for the last available date of the deposit option
- Note: Once this date has passed, customers will no longer have the option to pay a deposit and will be required to pay in full at checkout.
- 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: Auto billing takes place at 8AM on the scheduled date of billing.
- 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.
- Note: To configure payment plans for selected sessions only, see Session Specific Payment Plans
- Click Save and continue
Note: To apply a payment plan to an existing order, please see the article Add Payment Plan to an Existing Order