Setting Up Partial Payments

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Enabling partial payments gives your invitees the choice of paying the amount due in two or more installments. During registration, this option only appears when registrants are paying online by credit card. They can settle the remaining balance later by logging into the event website with their confirmation numbers.
 
NOTE: When using partial payments, refunds will not be automated. This feature cannot be used with Registration Approval, and if you're creating a Classic event it does not work with Group Registration.

In Flex
 

1 Access the Summary & Payment tab. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Process. Select a registration path from the dropdown, if necessary. In the Registration Process Pages section, to the right of Payment, click Customize.

On the canvas, click the Payment widget. Additional settings will appear to the right.  Scroll down to the Partial Payments section, and toggle "Allow partial payments" to green. Additional options will appear. Choose whether the minimum payment will be a specific amount or a percentage of the total due, then enter a number in the textbox.
 
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NOTE: The minimum allowed payment only applies during registration. After, an invitee may submit any amount as long as the total amount paid doesn't exceed the total amount due.


Determine how partial payments will affect multiple registration items. Click Set Payment Priority, then drag and drop the agenda items, with the highest priority item at the top.
 
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NOTE: If group registration is enabled, the primary registrant's item will be paid off first, followed by the primary registrant's guests, the group members, and then the group members' guests. This will repeat for each item that has a fee.
 
Click Save to preserve your draft, or Publish to make it visible to invitees.

 
NOTE: The "Submit Payment" button will not appear when an event is in Test Mode.
 
In Classic
 

1 Access the Summary & Payment tab. Begin by selecting your event. Hover over Website & Registration and, under Registration, click Registration Settings. If you have multiple registration paths enabled, click the name of the path.

The Basic Settings tab opens by default. Click the tab to the right, Summary & Payment.

 
2 Establish how partial payments will be distributed. Click Edit. Under Credit Card Payments, select "Process at the time of registration." 

Scroll down to
Partial Payments and click Yes.
Additional options will appear. Choose whether the minimum payment will be a specific amount or a percentage of the total due, then enter a number in the textbox.
 
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NOTE: The minimum allowed payment only applies during registration. After, an invitee may submit any amount as long as the total amount paid doesn't exceed the total amount due.


Determine how partial payments will affect multiple registration items. Your choices include:

 

  • Allow registrants to choose - Invitees type the total they want to apply to each registration item in the Amt Applied column.

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  • Distribute evenly among all items - Invitees enter any amount, at or above the required minimum, in the Payment Amount field. The funds are equally divided between all registration items.

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  • Distribute according to priority - Invitees enter any amount, at or above the required minimum, in the Payment Amount field, but, unlike the previous option, the funds are then applied to registration items in the order you assign. The item highest on the list will get paid first. To reorder them, click the arrow and drag and drop.

 

Once you're done, click Save.

 

NOTE: The "Submit Payment" button will not appear when an event is in test mode.

 

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