Discounts | New Tools | Legacy Tools | Additional Information |
Single-Use Discount Codes | √ | √ | System generated unique discount codes which can each be redeemed a single time |
Reusable Discount Codes | √ | √ | Create custom discount codes that can each be redeemed any number of times |
Maximum Redemption Limit | √ |
| Optionally limit the maximum number of times a reusable discount code may be redeemed |
Dollar Off | √ | √ | Specify the discount amount in dollars |
Percent Off | √ | √ | Specify the discount amount as a percentage |
Maximum Percent Off | √ |
| Optionally limit the maximum dollar amount to be discounted with a percent off discount (e.g. 25% off, up to $15.00) |
Duration | √ |
| Set a date range during which your discount is active (leave it open-ended, schedule a future discount, or set an end date if you want it to expire automatically) |
Item-Specific Discount | √ | √ | Limit the discount to apply to a specific item you're selling |
Order Discount | √ |
| Discounts apply to the sale total |
Discount Rules | √ | √ | Set up conditions that automatically trigger a discount (as opposed to entering a code at checkout) |
Discount Redemption Reporting | √ |
| For each discount, view/export the sales where that discount was redeemed |
Discount Availability Reporting | √ |
| For discounts with individual-use codes, view/export codes still available (i.e. have not been redeemed) |
SALES ITEMS |
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Price | √ | √ | The price you will charge for an item |
Upfront Payment Options | √ |
| For each item, specify whether you require the full price, a partial amount, or $0.00 to be paid upfront (vs. on a payment plan) |
SKU | √ | √ | Set a custom SKU for your records |
Inventory | √ | √ | Limit the number of times an item may be sold |
Dynamic Price Change |
| √ | Schedule automatic price changes |
Subscriptions |
| √ | Continually charge on a recurring basis until the subscription is canceled |
Item Variations |
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Archive and Delete Items |
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PAYMENT TERMS / PLANS |
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Reusable Payment Terms | √ |
| Set your overall payment policies in one place, then reuse them for any invoice or registration. Payment terms will generate an individual payment plan for each sale. |
Installments (with Custom Percent Due) | √ |
| For each set of payment terms, specify the number of installments you offer. Optionally, you may customize the percent due per installment if you would like your payments to ramp up or down. |
Custom Date Installment Windows | √ |
| For each set of payment terms, set parameters for the amount of time between installments; due dates for each sale will be set automatically based on the date of the sale - Due dates will be set a number of days apart (e.g. every 30 days) or a particular date of each month |
Due in Full | √ |
| Special set of payment terms you can use to force Pay in Full as the only option at checkout, even if the items you're selling usually allow for a payment plan |
Reporting | √ |
| For each set of payment terms, view the sales where those terms were applied |
Payment Plan per Item |
| √ | Create a payment plan for each item you sell. Set the number of payments and the date each payment is due. When multiple items are sold together, customers enroll in multiple payment plans and pay for each of them separately. |
Payment Plan per Sale | √ |
| Based on the payment terms you set, a payment plan will be created automatically for each sale. When multiple items are sold together, customers enroll in one payment plan and pay for all items together. |
Multiple Payment Plan Options Per Sale |
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Dynamic Fee Handling | √ | √ | Choose whether your organization will absorb the cost of the processing fees, or offset the cost by charging extra |
Fees Charged Per Transaction | √ |
| Fees are split equally across all payments in a payment plan |
Fees Changed Up Front |
| √ | Fees are front-loaded to the first payment in a payment plan |
Past Due Payment Roll-Up | √ |
| All past due payments are required to be paid in order to continue with the payment plan |
Enroll Now, Pay Later | √ |
| If all items on the sale require $0.00 to be paid upfront, customers have the option to enroll in the payment plan without being charged until the due date of the first installment |
SALES MANAGEMENT |
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Editable Payment Plans - Amounts and Due Dates | √ |
| Make changes to individual payment plans. Change the due dates for any unpaid installments. Rearrange the amount owed for any unpaid installments. |
Apply Credit | √ |
| Reduce the amount owed for any unpaid installments |
Record Offline Payment | √ |
| Record cash or check payment for the next unpaid installment or remaining balance |
Pay Online | √ | √ | Check out online for any sale with an outstanding balance |
Void | √ |
| Void an invoice if there has been no payment activity |
Automatic Payment Reminders | √ | √ | Reminders about upcoming and past due payments are sent automatically at regular intervals |
Manual Reminders | √ |
| Send a payment reminder at any time |
Re-collect Charged Back Funds | √ |
| When a chargeback occurs, the sale's outstanding balance is increased so that you can attempt to re-collect the funds |
Verified eCheck Payments | √ |
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PARTNERSHIP AND SPECIAL ITEMS |
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Donation Item |
| √ | Allows customers to enter a custom donation amount |
Background Screening |
| √ | Sell background screening within a registration |
Memberships | √ |
| Sell a membership item within a registration |
RegSaver | √ | √ | Offer RegSaver as an opt-in item within a registration |
MedSaver | √ |
| Offer MedSaver as an opt-in item within a registration |
NCSA College Recruiting | √ | √ | Offer NCSA as an opt-in item within a registration |
Features that will not be supported |
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Third-Party Merchants |
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Multi-Currency Organizations |
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Pay Offline | √ | √ | When using New Tools, this is NOT an option at the time of checkout, but an offline payment can be applied to the order after the sale |