Upfront Payment Options and Payment Terms provide the power to collect the money needed upfront while offering flexibility to registrants of collecting the balance at a later date without manually setting up an individualized plan.

When creating a sale item, you set the price and how much is due upfront. There are three options:

  • Full Price Due Up Front

  • Partial Amount Due Up Front

  • Nothing Due Up Front

When setting up the conditions for a sale, set the payment terms to be applied to each sale. Payment terms define:

  • the number of installments,

  • the percentage due per installment, and

  • the amount of time between installments.

Based on the date a sale occurs and the items included in the sale, the upfront payment option and payment term settings are chosen to work together to stamp out an individualized payment plan for the sale.

Example: Order 1

-Order was placed on February 18th.

  • Item A: $100 ($40 due upfront)

  • Item B: $10 ($10/full price due upfront)

  • Item C: $500 ($0 due upfront)

  • Total: $610 ($50 due upfront)

Order Payment Plan

-Upfront payment due at checkout: $50

  • Installment 1 due March 1st: $140

  • Installment 2 due April 1st: $140

  • Installment 3 due May 1st: $140

  • Installment 4 due June 1st: $140

Example: Order 2

-Order placed on March 2nd.

  • Item C: $500 ($0 due upfront)

  • Total: $500 ($0 due upfront)

Order Payment Plan

  • Installment 1 due April 1st: $125

  • Installment 2 due May 1st: $125

  • Installment 3 due June 1st: $125

  • Installment 4 due July 1st: $125

Customers are always given the option to pay the entire balance in full at checkout.

Related Information

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