•Events, Bundles, Gifts & Miscellaneous Items
•Process Scheduled Payments Script
Below is a checklist of the key things you need to do when creating a payment plan.
•Assign Content to Groups: Every Group that will create or manage payment plans needs the following items turned on the applicable Content page:
•Payment Plans Calendar
•Payment Plans Details
•Payment Plans Select
•Assign Permissions to Groups: The same groups also need all permissions selected in the TSpaymentPlanBO actions.
•Additional Permissions for Online Sales: Ensure the selectPaymentPlan action on TSorderBO is selected for the applicable Websales groups.
In Registry::EN::Application::Online::Online Payment Plans, make sure you like the labels that will appear online. A common label that is changed is "Down Payment" to Initial Payment, Deposit, or First Installment.
You can have more than one payment plan for your sellable item. For example, you might offer two monthly plans - pay on the 1st of the month and pay on the 15th of the month. For donations, you might offer a monthly and a quarterly option. Each set of rules is a unique plan.
Complete all mandatory fields on the Details page. Below is a description of the mandatory and optional fields available:
•Name, Label, and Description : Make these clear and concise so your customers know exactly what kind of plan you're offering. Reminder: name is internal and label is external.
•Frequency: Choose the frequency you want for your payment plan installments. These can be monthly, weekly, bi-monthly (every two months), bi-weekly (every two weeks), quarterly, semi annually (every 6 months) or annually.
•Process Payment Day of Month : If you would like to choose a specific day of the month, most people choose the first, last or 15th day. If you leave it blank, the payment plan will use the same day of the week or month as the order date.
•Balance Due Date: This date can be relative or fixed. If you're using relative dates, keep in mind that bundles and orders with multiple events use the first event date so use a negative number like -30D. Donations and miscellaneous items use the date that the order was created so use a positive date like +12M.
•Minimum Order Balance and First Payment: These fields are optional but can help you define thresholds for when your payment plans appear and how much a customer has to pay to create one. The minimum payment amount can be a currency value or a percentage rate.
•Terms and Conditions: Use this area to explain anything you might want your customers to know about the payment plan such as the specifics of the payment schedule, any penalties or fees for late payments, or who to contact if they cannot make an upcoming payment.
•Add a Role to the Calendar You only need to put your Internet role(s) on calendar since these are online payment plans.
•Select Support Payment Plans on Payment Methods.
•Note that only credit cards are supported at this time.
•You must choose Autosave (recommended), Saveable or Renewable. Saving the credit card is required for payment plans as it allows your staff and the customer to update their credit card or ACH payment details online.
Events, Bundles, Gifts & Miscellaneous Items
•A multi-select box called ‘Accepted Payment Plans’ or ‘Payment Plans’ can be found on the Details or Basic page of all sellable items.
•If you want your customers to be able to add other things to the shopping cart and use a payment plan, all items will need a shared payment plan.
•We do not recommend putting payment plans on Stored Value Items (SVI) unless you have processes in place to ensure that unpaid SVI are not printed and redeemed.
When creating payment plans for miscellaneous items, gifts or bundles that contain undated events, the 'Balance Due' date will be relative to the order date.
All miscellaneous items are treated as undated. The 'Start Date' is not considered.
When using non-dated items, the installments will be the number of installments on the frequency, so +1Y is 12 monthly installments; +6M is 6 monthly installments including the order date.
You can only use a positive (plus) dates. A negative (minus) date won't trigger a payment plan because you can't create payments before the order date.
When creating a payment plan for events or bundles that contain dated events, the 'Balance Due' date is relative to the earliest event date on the order or in the bundle.
Process Scheduled Payments Script
Once you have created your payment plans and assigned them to your sellable items, make sure to schedule the Process Scheduled Payments script or the payments will not actually be processed.
