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Partial Payment: Collect Deposit Amount

What is Partial Payment?

Partial payment allows bookers to secure bookings by paying a deposit upfront, with the remaining balance settled later. Alongside collecting total payments, businesses can now 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 can determine either a flat amount or a percentage of the total amount to be charged to the booker when booking.


Impact of Partial Payment on Transactions & Invoices

When partial payments are enabled, two entries appear in payments:

Transaction: The amount charged during booking (Deposit Amount).

Invoices: The pending amount to be collected from the booker (Total Amount – Deposit Amount). The invoice status remains in the draft, and users must manually collect the pending amount.



How to Use Partial Payment?

1. Integrate Payment Gateway: Ensure you have integrated a payment gateway like Stripe or Authorize.net. (Payments Module > Integrations)

2. Enable Payment: From the Calendar Settings> Forms & Payments section, enable the “Accept Payments” toggle for the calendar.

3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency.

4. Activate Partial Payment Option: Check the “Accept Partial Payment” box.

5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount.

6. Enter Deposit Amount / Percentage: Specify your service or appointment’s deposit amount/deposit percentage. The rate is calculated based on the total amount entered.

7. Add Description: Provide additional context by entering a description.

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 created when partial payment was collected at booking. Simply go 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.


FAQ’s

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 and Authorize.net.

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