Scheduled Payments
Scheduled Payments are automatic, recurring payments that allow the user to pay a balance on an order over a specified time period.
To utilize Scheduled Payments you must:
- be using PaySimple as your payment processor.
- "allow" them by going to Payment Configuration / PaySimple / Scheduled Payments Allowed = Yes.
- enable and configure the Payment Plan for the SKU by going to Store & Forms / Catalog / SKU / Scheduled Payments.
To set up a SKU for Scheduled Payments:
- Create the SKU and select the option to allow scheduled payments.
Configure the Scheduled Payment/Payment Plan Options
Notes about Scheduled Payments:
- No Pass-Through Fees will be added to scheduled payments.
- If you deactivate PaySimple, all future scheduled payments will be cancelled.
- Each scheduled payment is processed individually.
- The email receipt will show future scheduled payments.
- For Guest users (if your form is a Guest Form), if the user tries to check out and hasn’t logged in and wants to do scheduled payments, they’re prompted that they must log in or create an account (and they’re asked to create a password).
Admin View
Admins can view all orders with payments scheduled on the Store & Forms / Summary tab.
Admins can view the products that are set up to allow scheduled payments in the Catalog.
Admins can NOT create a scheduled payment, but they can view scheduled payments on individual orders.
Admins CAN create an order and then allow the user to actually schedule the payments based on the SKU set up for them.
To set up the scheduled payments as defined on the SKU, the user does need to complete the order themselves. However, if the admin creates the order, the user can schedule their own payments.
- Two buttons present on the order with the balance due.
- If the user clicks on the "schedule or review payments" button, they can select "schedule payment" to be taken to this screen:
Admins can cancel scheduled payments by opening the order and using the red "cancel payment" button. If you want to cancel all future payments at once, edit the order and bring it to a zero balance.
User View
Users can view their orders with scheduled payments by going to their Previous Orders. Instructions are:
- Login
- Select your name in the Login box.
- Go to your Orders tab.
- Find your Orders with a Balance Due.
- Select the Order Number.
- Select "schedule or review payments."
- View Scheduled, Cancelled, or Processed Payments on the order.
- Schedule an additional payment.
- Cancel a scheduled payment.
- If a parent needs to edit/change their payment method, they can do so for all scheduled payments under "Upcoming Schedule Payments."
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If a parent needs to edit/change their payment method, they can do so for all scheduled payments under "Upcoming Schedule Payments."