You can create, delete, or enable a payment plan for an event. Once enabled in the Staff Back Office, it can be used when purchasing the event. Clients and staff can apply the plan unless the event is part of a package. Then, the plan must be applied to the package at checkout.
Note: If a client pays only the deposit for an event, they can't use a payment plan. Payment plans are only available when paying for the full event.
Create a payment plan for an event
To create a payment plan for an event:
Open the App Drawer
then click View All > Setup > Services > Events.Select an event.
In Advanced Settings, under Payment Plans, click Create a new payment plan.
In the Total of [number] payments list, select the number of payments the client will be required to make.
Under Payments made every [number] [unit of time] select the number of days, weeks, months, or years, to determine the frequency of the scheduled payments.
Click Save.
Enable a payment plan for an event
To enable a payment plan for an event:
Open the App Drawer
then click View All > Setup > Services > Events.Select an event.
Under Payment Plans, select the checkbox next to each payment plan you want to enable.
Click Save.
Delete a payment plan for an event
To delete a payment plan for an event:
Open the App Drawer
then click View All > Setup > Services > Events.Select an event.
Under Payment Plans, click the Delete button
next to the payment plan you want to delete.