Payments


The Payments tool allows you to create payment plans, add promotional codes and track all payments applied to registrations throughout your system.


Additionally, you'll have access to the at-a-glance window, which shows the Amount Paid, Amount Due, Waitlist Amount as well as the total amount Refunded in your system. Additionally, you'll have the option to export your data through the Actions dropdown utility.



Create a New Payment Plan:


Clicking the "Create New Payment Plan" tile will expose the New Payment Plan window. This window will allow you to create a payment plan to be offered through your Program(s) as needed.  


Entering the Plan type, a Name for your plan and Value, only if creating a Deposit plan, will complete the Payment Plan setup, making that Plan available in the Select Payment Plan dropdown in the Program edit screen under the Pricing tab. Note that the Up Front and Bill Me plan types are available by default.


To edit/delete existing payment plans, you can click on the Payment Plans tab, listed directly under the Create New Payment Plan tile.




Create a New Promotional Code:


Create promotional codes by clicking the Add New Promo Code tile. This will expose the Add New Promo Code window, allowing you to create and save your promo code.


Name: This is a name/description for your promotional code. Only you will see this.


Program: Select the program you would like to assign your promotional code to.


Promotional Code: This is the promotional code your registrants will enter to receive their discount. Feel free to use a combination of letters and numbers without spaces.


Number of Uses: If you would like to set a limit to how many times the code can be used, enter that number in this field. Otherwise, leave the field blank for unlimited uses.


Discount: This is the discount value, which should be entered as a whole number. For example, a ten dollar discount would appear as 10.00.


Expiration Days: Enter the number of days you would like your code to remain active. The code will then expire after the number of days entered.


Percentage Discount: If your code should be a percentage discount, select this box. If entering a ten percent discount, your Discount Value should equal 10.00.