Partial Payment in Calendars: Collect Deposit Amount
In this article:
- What is Partial Payment?
- Impact of Partial Payment on Transactions & Invoices
- How to Use Partial Payments
- How Do Businesses Collect the Remaining Balance?
- FAQs
What is Partial Payment?
Partial payment allows business owners to charge a deposit for a service up front when the customer is booking an appointment in order to confirm the appointment.
Partial payments are available for all event types.
Users have the flexibility to determine either a flat amount or a percentage of the total amount to be charged at the time of booking.
Impact of Partial Payment on Transactions & Invoices
When partial payments are enabled, two entries appear in payments:
- Transaction: The amount charged during booking (Deposit Amount).
- Invoices: The remaining amount to be collected from the customer (Total Amount - Deposit Amount). The invoice status remains in draft, and users are required to manually collect the pending amount.
How to Use Partial Payments
1. Integrate Payment Gateway: Ensure that you have integrated a payment gateway such as Stripe or Authorize.net. (Payments > Integrations)
2. Enable Payment: Enable the "Accept Payments" toggle for the calendar from Calendar Settings > Forms & Payments section.
3. Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency.
4. Activate Partial Payment Option: Check the "Accept Partial Payment" box.
5. Select Amount Type: Choose whether to add a Flat Amount or a percentage. The percentage is calculated based on the total amount.
6. Enter Deposit Amount / Percentage: Specify the deposit amount / deposit percentage for your service or appointment. The percentage is calculated based on the total amount entered.
7. Add Description: Provide additional context by entering a description if needed.
8. Save Settings: Click on save to apply the changes.
How Do Businesses Collect the Remaining Balance?
To collect the remaining payment, users must manually send the DRAFTED invoice that was created when partial payment was collected at booking. Head over to Payments > Invoices.
FAQs
Q: Which calendar type supports partial payments?
A: Partial payments can be enabled for all calendar types - Event/Simple, Round Robin, Collective, Class, Service Calendar and Service Menu.
Q: How do I manage pending payments?
A: Pending payments can be managed manually through the Payments > Invoices tab. Users can view the pending amount and collect it from the customer accordingly.
Q: Will customers receive a notification about pending payments?
A: No, customers will not be notified about pending payments. However, users can check the pending amount under Payments > Invoices.
Q: Which payment gateways are supported for calendar payments?
A: Currently, the supported payment gateways for calendar payments are Stripe and Authorize.net.