Programming installments

Under Account > Installments (at the right of the screen), click on

A new window appears. Please find a preview below: 

IMPORTANT NOTE:

By default, when you create an installment, there is 10-day delay between the initial payment and the first scheduled payment. However, it is possible to not impose this delay by selecting the option. To learn more about this, click here.

SET ONE OR MULTIPLE INSTALLMENT OPTIONS

1) INITIAL INSTALLMENT

a) Program the first payment. 

By default, the amount entered is 0. To modify this, enter a different value. 

IMPORTANT NOTE: 

This amount is invoiced to your client PER ELIGIBLE ACTIVITY/MEMBERSHIP/PRODUCT. For example, if the amount set here is $50 and the client buys 3 activities linked to this configuration, the client will be billed $150 as a first payment.

b) Decide whether this amount is in dollars or percentage.

c) Upon entering an amount different than 0, Amilia will offer additional options.

  • At checkout: Amilia will charge the amount state above (in dollars or percentage) at the time of purchase.
  • Fixed Date: Use this option to delay the moment of the first payment. Clients pay nothing at the time of purchase. Instead, the first installment is programmed on their credit card or in their bank account and is automatically withdrawn at the appointed date.

This option can be used, for instance, when you don't want the client to pay for their activity until the date that it begins.

NOTE:

Once this date has passed, the initial payment will be taken at the time of purchase.

 

2) FUTURE INSTALLMENTS

a) No future payment: This choice is useful if the option you are programming aims at delaying the payment of the full amount due (you would then have programmed an initial installment of 100% at a fixed date in the Initial Installment section).

b) Maximum number: Provide the number of planned future payments at the moment of programming this option.

NOTE: 

Future installments are added to the initial installment. If, for instance, you'd like to take a total of 12 installments and your initial installment is not 0, you will want to program *11* future installments (1 initial installment + 11 future installments = 12!). On the other hand, if your initial installment is 0, you'll want to program 12 future installments.

  • Regular Intervals: These payments will always take place on the same date in the month or on the same day of the week. They can be limited with a start and/or end date.
  • Fixed Date(s): With this selection, you must provide a specific date for every single planned future payment. You can therefore have total flexibility in the dates you choose.

 

3) SELECTING ELIGIBLE ITEMS

There are two ways of selecting activities, memberships or products to link to a specific configuration :

a) Use the menu at the bottom of this screen to make batch selections (this works in a similar way to the Promotions screen), or 

b) In each activity, membership or product, it is possible to make (or modify) individual selections.

 

4) SIMULATION

Enter various purchase dates and amounts to test your configuration.

If your configuration contains several options, they will all be displayed here. 

NOTE: 

It is essential to use the simulation to ensure that your configuration will work as intended!

 

ADDING MORE OPTIONS

To add more options, use the  button.

NOTE: 

Every option in this configuration will be presented when a client purchases an activity, membership or product linked with this configuration. This is, in essence, a way to provide various payment options for the same purchase.

 

CHANGING, DEACTIVATING OR DELETING A CONFIGURATION

Until it has been used for the first time, the configuration and any of its options can be modified or deleted at any time. 

Under Account > Installments, click on Modify or Delete, to the right of the screen. (If you are attempting to edit the configuration, clicking on its name will work as well.)

IMPORTANT NOTE: 

Once it has been used, the configuration can no longer be edited or deleted. You must then deactivate it and create a new one with more suitable options. Clients that have selected the deactivated configuration will still see their payments unfold as planned.

Installments from Amilia on Vimeo.

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