Setting up payment plans
To get started setting up multiple installment payment plans, go to the deposits step of the season setup process. Select any of the Initial deposit payment amount options other than pay in full, and select Payment plan(s) with multiple installment dates.

User-added image


Click Create a payment plan


User-added image

You can set a payment plan to include two to twelve installments, each on dates you choose. The way this will work for your customers is that at the time their order is put on a payment plan, the total unpaid balance of the order will be divided up evenly by the number of remaining payments.

If you set the Automatic billing option to Required then your customers will have to agree to be auto-billed for all installments in order to complete their check out. If you want to give them the option to pay on their own through their online account, or maybe mail in paper checks, you can leave that as optional.

If you check the Internal only box, the payment plan will only show to you internally and your customers will not have the option to sign up for it themselves when registering online. 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.

If you create multiple payment plans, only the payment plan with the most valid installments will be shown. If the two payment plans have the same amount of valid installments, only the latest created payment plan will show up.

For example: 

If you create two payment plans, first one Plan A has 3 installments: 4/15/2017, 5/15/2017, 6/15/2017; second one Plan B has 5 installments: 1/15/2017, 2/15/2017, 3/15/2017, 4/15/2017, 5/15/2017
If the order is made before 1/15/2017, the registrants would be able to see Plan B only.
If the order is made after 2/15/2017 before 3/15/2017, the registrant would be able to see Plan B only.
If the order is made after 3/15/2017, the registrant would be able to see Plan A only.

Payment plans online

Your customers can see the payment dates and amounts when they click See payment schedule and they will see it on the order confirmation page too.

Transaction is complete

After the order is complete, you can see information about the payment schedule they are on in either family view or order view. You can also turn on automatic payments for the remaining installments in a payment plan by clicking Enroll in automatic payments and then entering or selecting the credit card you would like to be charged for those payments.

See payments in order view
Customers can also see information about payment plans they are enrolled in while viewing their online accounts.

Payment info in online account

New Feature Whether a family in on automatic payments, or just set to be auto-billed in one lump sum, customers can now update their own credit information by clicking Manage Automatic Payments.