Orders - Ability to accept deposits, record partial payments, and accept installments plans

Planned

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22 comments

  • Official comment
    Avatar
    Leah Hanson Arlo support

    Hi all,

    The ability to accept a deposit through the checkout, and record partial payments against an order is currently in development.

    We will be looking at starting beta testing with customers shortly, and then release to all customers.

    Instalment plans will be added as an additional iteration to this feature later this year.

  • Avatar
    Frances Poff

    We don't want students to be able to choose part payment options when enrolling online, but it would be used by staff in the office on a case-to-case basis. 

  • Avatar
    Jo (Joanne) Bristow

    It would be helpful to have as an option rather than to 'all'. We have a particular course (very costly) which would likely get a better take-up if it were offered online with a part payment.

  • Avatar
    Kerry or Tarryn Wiseclick

    I have several clients that would like to make part payment on credit card, we ask our students to pay $100 to hold their place and then the balance 5 days prior, our courses can get quite expensive as well.  We should be able to have to flexbility to have them pay with their credit card, or at least have the admin back end able to do that for them.   Can you look at this urgently please.

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    Helen Carroll

    We would also like this feature to be able to be optionally applied in specific cases. Thanks.

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    The Communications Council

    We also we like this feature developed. 

  • Avatar
    Leah Hanson Arlo support

    Partial payments has been added to the development roadmap for this year.

  • Avatar
    Rosalind Bordo

    What is the status of this? I see that the comment that it is added to the road map for "this year" was made 7 months ago. Can we expect to see it in Q1 2019?  It would be great if we could get an update because the work arounds for not being able to apply partial payments are really cumbersome!

  • Avatar
    Emma McGahan Arlo support (Edited )

    Hi all, I understand you're really keen for this feature - us too! While we work away at it, please see the details of a workaround for you.

  • Avatar
    Rosalind Bordo

    Hi Emma,

    This work around doesn't really help because there is no report that can total up all of of the payments (including partial payment) to reconcile to what was deposited in the bank.  Also, it messes up the reporting on how much a given program earned in revenue because it is essentially treating the negative payment line as a discount rather than a part of a payment.

    As an example, a course costs $750 and I receive a $100 installment on the course.  So now the order shows a balance due of $650.  When I receive the 2nd payment of $650 on the course and mark as paid, it treats the overall income from that course as $650 when it's actually $750.  If I delete the line item that has the $100 installment when I receive the additional funds, then I lose the info I need to reconcile the fact that I deposited that $100 many weeks earlier and I lose the fact that it is in fact two separate payments.

    Every major accounting software allows for partial payments against invoice for exactly this reason -- the income component is based on the Invoice amount and the payments just tell you how much of the income you have actually received into the bank vs how much is still due. But Payments don't change the overall revenue associated with an Invoice.

    I have extensive accounting background and I am happy to help you design a process that will address this if you like.  Let me know!

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Leah Hanson Arlo support

    + 1 customer has requested

  • Avatar
    Karen Anderson

    Yes, please fast track a partial payment / deposits feature.  90% of other registration systems out there have this feature and it is really handy to be able to let registrants put down a $100 deposit to hold their spot in a class and then have the balance due be auto-billed to their credit card one or two weeks prior to the class start date.  The lack of ability to take deposits almost made us decide to not go with Arlo when we were switching over from our old registration platform last year, but we were assured it was a high priority item and would be implemented "soon" (this was back in July of 2018).  We only take payments online via credit cards for our classes, so the workarounds of sending updated invoices with new balances due each time a deposit/payment is received does not work for us. Thanks.

  • Avatar
    Rosalind Bordo

    I totally agree with Karen Anderson... if this isn’t going to be completed in the very near term, we may also need to re-evaluate using Arlo. The workaround messes up all of our accounting by course and the ability to do accounting’s reconciliation is critical to a non profit like us.

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    Jonas

    We need this to

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    JoAnne Cornwell

    Our company (Sisterlocks) offers a training program where the price can reach nearly $1500US. Approximately 85% our our trainees pay with partial payments. We currently offer a 4-installment option for payment. It would be great if registrants in Arlo could have the option of making multiple installment payments, not just two (i.e.deposit and balance.) Your planned move in this direction would really help businesses like ours.

  • Avatar
    Jonas

    We have the same as JoAnne describe, courses that cost more and is paid in 4-6 installments.

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