Need to provide givers or registrants flexible payment options? Account managers can enable partial payments on the Payment tab within form properties.
Simply follow these steps:
- Select the form you’d like to edit. Select Form Properties and click the Payment tab.
- Select the Enable Partial Payments optionEnter preferred due date for full paymentEnter the minimum amount due at submission
- Click Save to close the Form Properties.
When enabled, donors or registrants will see the following option:
If registrants select the Pay for this in installments, options will populate for manual or automatic payments, as well as the amount, start date, and frequency selections.
Managing Payments: Donors
Donors and registrants may make additional payments or satisfy remaining balances from within their givers’ profile from the Installments tab.
By clicking Make a Payment, registrants may choose to make a manual payment, edit a payment source, and cancel the remaining installments.
Managing Payments: Managers
Account managers may also make or record payments on behalf of donors, including cash or check payments.
From the Form Responses, hover over Paid Partially to see payment details and click to take action.
To add a payment on behalf of a donor or registrant, click Record a Payment.
Enter the payment amount, date, method, and add notes if necessary.