Installments is an optional feature that gives families a choice to pay the registration in multiple installments. To set up installments, go to the Catalog Menu and select InstallmentsThis option is exclusively for organizations using the online registration system.
Installments, although optional, offer families the possibility of paying registration fees in several installments.
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Viewing installments
Go to the Catalog menu.
Search for Installments menu.
You will find a list of installments created for that season.
From the search box, you can enter partial or full to filter the display on screen.
You can click on the directional arrows to sort by that column.
The list of Installments will be displayed.
Title - the title of the installment
Initial payment - the amount of the initial payment
Installments - the details of the installments and dates
Status - the : The installment title is displayed here. We recommend that you choose a generic title to facilitate reuse in future seasons.
Initial payment : The percentage of the initial payment is shown here. Affiliate fees are always included in the initial payment. If the initial payment is less than the affiliation fee, the amount will be readjusted accordingly.
Installments : Details of installments and the dates on which they will be withdrawn.
Status : The status of the installment
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Complete the requested information:
Fields marked with an * are required
Title *: Add a name to your installment. We recommend that you choose a generic title to facilitate reuse in future seasons.
Initial payment (%) *: Enter the amount of the initial payment. This is the amount that will be charged at the time of registration. Affiliate fees are always included in the initial payment. If the initial payment is less than the affiliation fee, the amount will be readjusted accordingly.
Installments: Determine the number of installments you want. The number of installments does not include the initial payment, it is the number of installments you are offering as a payment plan for your registration.
Value (%): Based on the number of installments selected, the system will calculate the percentage for each installment. However, you have the option of changing the percentage entered. The % of installments needs to add up to 100%.
Date: Enter the date you would like to receive each installment.
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Note: Installments can only be deleted if they have not applied to any registrations. |
Once an installment is created, no changes to the amounts or dates can be made.
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You can change the status of an installment
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if you no longer wish to use it. Click on it to open the side panel. Use the blue pencil to change the status to Inactive.
By clicking on the Action button
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in the side panel, you
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can delete it only if it has not been used on an online registration.
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Installment Calculations
Enter the % for the initial payment and decide on the number of payment. You can define the percentage (%) and dates for each installment that follows.
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