Currently, there is not a payment plan option available during online booking. If a client wishes to pay for a service or series in installment payments, this can be accomplished by selling the service via the Cash Register, and manually tracking the remaining balance due.
If you wish to setup a payment plan for a client, you can do so by following the steps below:
- Apply Store Credit to the client's account, ensuring it is enough to reduce the balance due at checkout to the price of the first installment payment: Applying Store Credit.
- Example: If the Service/Series totals $400 and the client is paying in 4 installments of $100, apply a $300 in Store Credit to the account.
- Sell the Service/Series to the client via the Cash Register, applying Store Credit to reduce the total balance due down to the amount you wish to record for the client's initial payment:
- Place a Reminder on the client's record indicating the remaining amount owed: Adding Notes and Reminders to a Client's Record and Appointments.
- Record each remaining payment on the desired dates by using the "Add Product" option in the Cash Register: Selling a Product.
- Update the Reminder on the client's record after each payment to ensure you keep track of the amount still owed.
This process will ensure that the client receives all of the credits for their Service/Series after the initial payment so that those credits can then be applied to appointments on the schedule. The Reminder on each of the client's appointments will ensure that you do not forget to take payment for the balance still due. And the product sale will allow you to record the income from each additional installment payment without adding any service credits to the client's account.