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Partial Payment: Collect Deposit Amount

What is Partial Payment?​

Partial payment allows customers to secure bookings by paying a deposit upfront, with the remaining balance to be settled later. This feature gives businesses the flexibility to collect deposit amounts in addition to full payments, seamlessly integrated across all calendar types to help reserve seats.

With this feature, you can choose to charge either a flat amount or a percentage of the total cost at the time of booking.

Impact of Partial Payment on Transactions & Invoices​

When partial payments are used, two entries appear in the payments:

  • Transaction: Reflects the deposit amount charged at booking.
  • Invoices: Shows the pending amount (Total Amount - Deposit Amount) that needs to be collected. The invoice remains in draft status until the pending amount is manually collected.

How to Use Partial Payment​

  1. Integrate Payment Gateway: Ensure you have integrated a payment gateway like Stripe or Authorize.net. You can do this under the Payments Module > Integrations.

  2. Enable Payment: Turn on the "Accept Payments" toggle in the Calendar Settings under the 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: Decide whether to apply a Flat Amount or a percentage. The percentage is calculated based on the total amount.

  6. Enter Deposit Amount / Percentage: Specify the deposit amount or percentage for your service or appointment.

  7. Add Description: Provide additional context by entering a description if needed.

  8. Save Settings: Click save to apply your changes.

How to Collect the Remaining Balance​

To collect the remaining payment, manually send the drafted invoice created when the partial payment was collected. Go to Payments > Invoices to manage this process.

Note: Future updates aim to automate this process.

Key Benefits​

This feature helps businesses reduce no-shows by allowing them to collect deposit amounts. By showing the total cost while offering the option to pay only a deposit, businesses can enhance the user experience without requiring full upfront payments.

FAQs​

Q: Which calendar types support partial payments?
A: Partial payments can be enabled for all calendar types, including Event, Round Robin, Collective, Class, Service Calendar, and Service Menu.

Q: How do I manage pending payments?
A: Manage pending payments manually through the Payments > Invoices tab. Here, you can view and collect the pending amount from the customer.

Q: Will customers receive a notification about pending payments?
A: No, customers will not receive notifications about pending payments. However, staff members 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, NMI, and Authorize.net.