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Deposits

Posted: July 1, 2018 at 12:30 pm


fluidbreath

July 1, 2018 at 12:30 pm

Hi there,

I am using EE 4 on a retreat site
: https://puravidaecoretreat.com/events/7-day-holistic-healing-personal-transformation-retreat-in-northern-california/

And of course the initial payments for the retreats are quite large and so I want to offer deposits as part of the payment plan.

I saw this post on the forums:

advice on part payments and handling deposits
Posted: April 24, 2017 at 4:16 am

But I didn’t quite understand how that would work. Do you have some documentation you can send me to to help better understand that?

Have you changed any of the features in EE 4 to accommodate deposits?

Thanks,
Geej Mauriva


Tony

  • Support Staff

July 2, 2018 at 5:41 am

Hi there,

Currently, EE does not officially support deposits/partial payments so we don’t have any documentation currently.

The method Josh is suggesting in that previous thread is to create your ticket with the full price, the user registers onto the ticket and selects an offline payment method to finalize the registration (invoice for example).

The user can then send the ‘deposits’ to you using any method you prefer, for example, cheque, EFT or even making payments using PayPal, but EE will not ‘track’ those payments and you will need to add them into the transaction manually.

To do that you would find the registration on your site, view its transaction but click on the Date – http://take.ms/MZygSm (or view the registration and click the ‘View Transaction’ button)

Then manually add a payment – http://take.ms/IsVH6

Heres an example of a $1000 deposit – http://take.ms/DZU1f
(Pay attention to the what you are setting the registration status to when adding a payment)

Which then shows like this – http://take.ms/S4EYN

You can add as many or as little deposits as you like, but the user can make the final payment using EE if you trigger the payment reminder email which has a link they can use. This would only work for the ‘final’ payment as EE only allows for payment of the full amount on the front end.

Does that help?

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Updated by  Tony 2 months, 3 weeks ago ago

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