Financial Consolidation – Alpha Release

Discounts

New Tools

Legacy Tools

Additional Information

Single-Use Discount Codes



Auto-generate unique discount codes which can each be redeemed a single time

Reuseable 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 the 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 the codes that are still available (i.e. have not been redeemed)

SALES ITEMS

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


Archive and Delete Items


PAYMENT TERMS / PLANS

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, your 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, your customers enroll in one payment plan and pay for all items together.

Multiple Payment Plan Options Per Sale


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

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


PARTNERSHIP AND SPECIAL ITEMS

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

Third-Party Merchants

Multi-Currency Organizations

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

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