Apply Pay Later in Checkout

This article will show you how to enable a Pay Later option. Pay Later can be used in the checkout process for many reasons. Here are just a few examples of when using a pay later option can come in handy:

• If the user is online at home and needs a staff override but your staff doesn’t accept credit card information over the phone, it can be used to send the balance and have the user pay on their own.

• If a user is having trouble with credit/debit card approval or doesn’t have the full amount in cash on them, the balance can be applied to their account.

• If you have special arrangements for certain users or on certain facility rental types where they can pay a portion upfront and a portion later.

Important Note:

Pay Later is not available for checkout on a mobile device.

Prerequisites

There are two ways to apply Pay Later at checkout.

1. An override Pay Later of the entire cart.

2. At each facility or activity level - more like a down payment option.

   • This option requires setup on the activity to Create Down Payment Percentages.

   • This option requires setup on the facility with the Online Payment, Inhouse Payment, and Balance Due Date fields on the Rental Options tab.

Instructions

1. Log in to Recreation Management

2. Navigate to the Catalog
   

3. Choose an item from the Catalog
   

4. Click Add to Cart

5. Proceed to Checkout

6. Option 1 - Apply Pay Later to Entire Cart

   1. Select Pay Later at the top of the Payment screen

   2. Fill out the Pay Later fields

      • Amount: Choose the percentage of the payment to pay later

      • Pay By:

        • Specific Date: Specify the date the balance will be due

        • # Days Prior: Specify the number of days before the reservation or first class that the balance would be due by

        • 1st of Month of Service: Select to make the balance due on the first day of the month the class/reservation is scheduled

          • Example: If the class or reservation starts on March 17th, then the due date would be March 1st

        • 1st of Month Prior to Service Month: Select to make the balance due on the first day of the month before the class/reservation is scheduled

          • Example: If the class or reservation starts on March 17th, then the due date would be February 1st

        • Monday of Service Week: Select to make the balance due on the Monday of the week the class/reservation is scheduled for

        • Friday Before Service Week: Select to make the balance due on the Friday before the week of the class/reservation

   3. Click Apply

      Note:

      This is the only pay later option that will take everything in the cart including add-ons, taxes, and convenience fees.

7. Option 2 - Apply Pay Later to Specific Line Items

   1. Select the arrow next to the price of the line item

      

      Note:

      If you do not see the down arrow, double-check that the facility or session allows for pay later. This will need to be configured for each add-on as well if you need that option.

   2. Configure the pricing options

      

      • Pay Now: Choose the amount to pay now

        Note:

        By typing $0 into the Pay Now field, it will automatically add the total for the line item to the Pay Later total.

      • Pay Later: Input the amount to be paid later

      • Pay By: Enter the date the remaining balance will need to be paid by

   3. Click Apply

      Note:

      This will need to be done for each line item and does not apply to taxes or convenience fees.

8. Click Complete Transaction

9. View the Transaction Receipt