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Create Down Payment Percentages

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If you set up a Down Payment, users will only have to pay the down payment percentage when they select Pay Later, rather than the full amount. They will have to pay the rest of the amount at a later point in time. This article will show you how to create down payment percentages.

Instructions

  1. Log in to Recreation Management

  2. Navigate to Activities, then to the Activity List tab

    Navigation to the Activities tab and then click Activity List

  3. Expand an Activity Activity list highlighting the plus icon to expand an activity.

  4. Select Edit Session (pencil icon) next to the desired session Highlighted edit pencil icon indicates editing tools available for the selected item in the table.

  5. Navigate to the Pricing tab Pricing tab section displaying session fees, taxes, and options for add-ons and discounts.

  6. Check the Allow Pay Later checkbox. This will trigger more fields to populate. Activity Pricing tab highlighting the Allow Pay Later checkbox.

  7. Select Relative Date or Specific Date Pricing tab Allow pay later fields highlighting Pay Later  Relative Date or Specific Date options.

    • Relative Date: The user must make a payment based on a specific event. This event could be Sign Up, Session Start, or Registration Start. The payment date depends on when that event happens.

    • Specific Date: The user has to pay on a fixed date

  8. Select the Balance Due By date

    • For Relative Date Pricing tab Allow pay later fields highlighting Balance Due by and Days Relative to fields for editing.

      • Balance Due By: Enter the number of days

      • Days Relative To: Select Before or After, and in relation to what event (Sign Up, Registration Start, Session Start)

    • For a Specific Date

      • Balance Due By: Enter the specific date and time Pricing tab Allow pay later fields highlighting Balance Due By Date Fields

  9. For both Relative and Specific Date, enter the percent (0 to 100%) to pay for the down payment Pricing tab Allow pay later fields highlighting the Require Down Payment Percentage field.

  10. Select the Save Session button at the bottom of the page Save Sessions Button

  11. Now, at checkout, a user will only have to pay that percentage of the total amount as a down payment. The rest of the amount will be due at a later date.