In This Article What is Partial Payment? Impact of Partial Payment on Transactions & Invoices How to Use Partial Payment? How to collect the remaining…
2 min read532 words9 explained imagesUpdated Fri, 18 Oct, 2024 at 9:49 AM
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Partial payment offers bookers the opportunity to secure bookings by paying a deposit upfront, with the remaining balance settled at a later time. Alongside collecting full payments, businesses now have the capability to collect deposit amounts from bookers. This feature has been seamlessly implemented across all calendar types and aids in reserving seats.
With this new feature, users have the flexibility to determine either a flat amount or a percentage of the total amount to be charged to the booker at the time of booking.
Impact of Partial Payment on Transactions & Invoices
Impact of Partial Payment on Transactions & Invoices (image 1 of 9)What this shows With this new feature, users have the flexibility to determine either a flat amount or a percentage of the total amount to be charged to…What this showsIllustrates the "Impact of Partial Payment on Transactions & Invoices" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "Impact of Partial Payment on Transactions & Invoices" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: With this new feature, users have the flexibility to determine either a flat amount or a percentage of the total amount to be charged to the booker at the time of booking. Immediately after, the guide continues: When partial payments are enabled, two entries appear in payments.Image 1 of 9What this coversWith this new feature, users have the flexibility to determine either a flat amount or a percentage of the total amount to be charged to the booker at the time of booking.
Buttons and menus referencedInvoices
Next stepWhen partial payments are enabled, two entries appear in payments:
When partial payments are enabled, two entries appear in payments:
Transaction: The amount charged during booking (Deposit Amount).
Impact of Partial Payment on Transactions & Invoices (image 2 of 9)What this shows Transaction: The amount charged during booking (Deposit Amount).What this showsIllustrates the "Impact of Partial Payment on Transactions & Invoices" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "Impact of Partial Payment on Transactions & Invoices" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: Transaction: The amount charged during booking (Deposit Amount). Immediately after, the guide continues: Invoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount). The invoice status remains in draft, and users are required to manually collect the pending amount.Image 2 of 9What this coversTransaction: The amount charged during booking (Deposit Amount).
Buttons and menus referencedInvoices
Next stepInvoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount). The invoice status remains in draft, and users are required to manually collect the pending amount.
Invoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount). The invoice status remains in draft, and users are required to manually collect the pending amount.
Impact of Partial Payment on Transactions & Invoices (image 3 of 9)What this shows Invoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount).What this showsIllustrates the "Impact of Partial Payment on Transactions & Invoices" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "Impact of Partial Payment on Transactions & Invoices" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: Invoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount). The invoice status remains in draft, and users are required to manually collect the pending amount. Immediately after, the guide continues: 1. Integrate Payment Gateway: Ensure that you have integrated a payment gateway such as Stripe or Authorize.net. (Payments Module > Integrations).Image 3 of 9What this coversInvoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount). The invoice status remains in draft, and users are required to manually collect the pending amount.
Buttons and menus referencedInvoices
Next step1. Integrate Payment Gateway: Ensure that you have integrated a payment gateway such as Stripe or Authorize.net. (Payments Module > Integrations)
How to Use Partial Payment?
1. Integrate Payment Gateway: Ensure that you have integrated a payment gateway such as Stripe or Authorize.net. (Payments Module > Integrations)
2. Enable Payment: Enable the "Accept Payments" toggle for the calendar from Calendar Settings > Forms & Payments section.
How to Use Partial Payment? (image 4 of 9)What this shows 2.What this showsIllustrates the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: 2. Enable Payment: Enable the "Accept Payments" toggle for the calendar from Calendar Settings > Forms & Payments section. The navigation path used here is Calendar Settings > Forms. Immediately after, the guide continues: 3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency.Path: Calendar Settings > FormsImage 4 of 9What to choose2. Enable Payment: Enable the "Accept Payments" toggle for the calendar from Calendar Settings > Forms & Payments section.
Buttons and menus referencedFlat Amount or a percentage.Add
Next step3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency.
3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency.
How to Use Partial Payment? (image 5 of 9)What this shows 3.What this showsIllustrates the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: 3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency. Immediately after, the guide continues: 4. Activate Partial Payment Option: Check the "Accept Partial Payment" box.Image 5 of 9What to fill in3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency.
Buttons and menus referencedFlat Amount or a percentage.Add
Next step4. Activate Partial Payment Option: Check the "Accept Partial Payment" box.
How to Use Partial Payment? (image 6 of 9)What this shows 4.What this showsIllustrates the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: 4. Activate Partial Payment Option: Check the "Accept Partial Payment" box. Immediately after, the guide continues: 5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount.Image 6 of 9What this covers4. Activate Partial Payment Option: Check the "Accept Partial Payment" box.
Buttons and menus referencedFlat Amount or a percentage.Add
Next step5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount.
5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount.
How to Use Partial Payment? (image 7 of 9)What this shows 5.What this showsIllustrates the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: 5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount. Immediately after, the guide continues: 6. Enter Deposit Amount / Percentage: Specify the deposit amount / deposit percentage for your service or appointment. The percentage is calculated based on the total amount entered.Image 7 of 9What to fill in5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount.
Buttons and menus referencedFlat Amount or a percentage.Add
Next step6. Enter Deposit Amount / Percentage: Specify the deposit amount / deposit percentage for your service or appointment. The percentage is calculated based on the total amount entered.
6. Enter Deposit Amount / Percentage:Specify the deposit amount / deposit percentage for your service or appointment. The percentage is calculated based on the total amount entered.
How to Use Partial Payment? (image 8 of 9)What this shows 6.What this showsIllustrates the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: 6. Enter Deposit Amount / Percentage: Specify the deposit amount / deposit percentage for your service or appointment. The percentage is calculated based on the total amount entered. Immediately after, the guide continues: 7. Add Description: Provide additional context by entering a description if needed.Image 8 of 9What to fill in6. Enter Deposit Amount / Percentage: Specify the deposit amount / deposit percentage for your service or appointment. The percentage is calculated based on the total amount entered.
Buttons and menus referencedFlat Amount or a percentage.Add
Next step7. Add Description: Provide additional context by entering a description if needed.
7. Add Description: Provide additional context by entering a description if needed.
How to Use Partial Payment? (image 9 of 9)What this shows 7.What this showsIllustrates the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount".This screenshot appears in the "How to Use Partial Payment?" section of "Partial Payment: Collect Deposit Amount". The text alongside this image reads: 7. Add Description: Provide additional context by entering a description if needed. Immediately after, the guide continues: 8. Save Settings: Click on save to apply the changes.Image 9 of 9What to fill in7. Add Description: Provide additional context by entering a description if needed.
Buttons and menus referencedFlat Amount or a percentage.Add
Next step8. Save Settings: Click on save to apply the changes.
8. Save Settings: Click on save to apply the changes.
How to collect the remaining balance?
To collect the remaining payment, users must manually send the DRAFTED invoice that was created when partial payment was collected at booking. Simply head over to Payments > Invoices.
Note: Further improvements to the feature will automate this process in the future.
Key Benefits
This feature facilitates businesses in collecting deposit amounts, leading to a reduction in no-shows. By displaying the total cost of the appointment/service while offering the flexibility to pay only a deposit, businesses enhance the user experience without mandating upfront payments.
FAQs
Q: Which calendar type supports partial payments?
A: Partial payments can be enabled for all calendar types - Event, Round Robin, Collective, Class, Service Calendar and Service Menu.
Q: How do I manage pending payments?
A: Pending payments can be managed manually through the Payments > Invoices tab. Users can view the pending amount and collect it from the booker accordingly.
Q: Will bookers receive a notification about pending payments?
A: No, bookers will not be notified about pending payments. However, the staff members can check the pending amount under Payments > Invoices.
Q: Which payment gateways are supported for calendar payments?
A: Currently, the supported payment gateways for calendar payments are Stripe, NMI and Authorize.net.
