How can I set up installment payments?

Modified on Fri, 10 Jan at 9:44 AM

To set up payments by installment for your event we would recommend approaching this as follows, using this example as if you had a Ball taking place at the end of April and tickets were £65 each. 


First create your event by browsing to "Admin" > "Events" and selecting "Summer/Winter Ball" from the "Add Event From Template" dropdown list in the manage menu:



Then complete the steps in the template wizard. You can find further information for this here.


Then follow these steps to set up the installments:

 

1. Create an initial "Ball Deposit" product which is of type "Booking" for the £20 deposit. This product has its own sales dates so it's available from now until 1st March. Select "Tickets/Products" from the manage menu for the event:



2. Copy the first product and rename it "Ball 2nd Installment" for £20 . Change the sales dates so it's available from 1st March until mid April.



3. Create a "Final Payment" product which is of type "Electronic Ticket" for £25. This product has its own sales dates so it's available from mid April until you want to close sales. This product can have questions so you capture all the information you need re menu choices and table name etc.

 

Copy the "Final Payment" product and rename it "Ball Ticket" for £65. Remove the sales dates for the product as it's available from now until you want to close sales and allows your community to pay the full price now. 


 

At each stage you can use your "Bookings" report to email those that have purchased the ball deposit product to tell them that the next installment is due when applicable. Browse to "Reports" > "Bookings" and select the event from the "Events" dropdown list.



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