Payment Plans are used for activities that require an upfront cost or no upfront cost, for which you may wish to accept full or partial payments. A payment plan allows the customer to choose full payment at the time of registration or choose to make payments following the payment plan.
Important Notes:
The system will automatically attempt to charge a customer's card on file on the date of each payment plan installment if the following criteria are met:
Your Organization has Auto Billing enabled
Your Merchant Provider supports saving cards on file, and this has been enabled for your Organization
Your Payment Plan has the Card on File field set to Optional or Required
Customers do not receive automatic reminders of upcoming payments. If this is desired, you can send an invoice from the Accounts Receivable (A/R) Center.
Instructions
Log in to Recreation Management
Navigate to the Activities tab, then select Activity List:
Expand an Activity line item:
Select Edit Session (pencil icon) next to the desired session:
Navigate to the Payment Plans tab:
Select Create Payment Plan:
Fill in the fields:
Name: Name of the payment plan
Dates: Start and expiration dates
Online Availability: Choose to allow online payments, in-house payments, or both
Eligibility: Select permissions
Card On File: Choose to require that a card be on file
Due at Signup: Amount the customer must pay at signup as a deposit for the payment plan
Bulk Editing: Allows you to create multiple payments at once
Installments: Specify either the "days after sign-up" setting or the due-date setting; only one will be used per installment
Select Save New Payment Plan Assignment:
Click the Save Session button:
