Frequently Asked Questions

How to configure the deposit only feature in ClassLoaderPro
Last Updated 2 years ago

PURPOSE
This document outlines the deposit only payment support in ClassLoaderPro as well as detailed instructions for configuring it for your account.

OVERVIEW

  • A deposit amount is configured on the payment options edit dialog. Adding a dollar amount to the deposit amount field will enable deposits for that payment option.
  • Each payment option can have a different deposit amount.
  • All classes associated with the payment options will allow deposits.
  • Adding a deposit amount to the payment option gives the user the choice to pay the full amount or just the deposit amount.
  • When the deposit option is chosen, the remaining amount due is displayed on the customer receipt and the final registration page.
  • The amount due is also tracked in the database and shown on the class roster.
The high level steps to configure deposit only support.
  • Add a dollar amount to the deposit only field in each purchase option edit page.

DETAILED CONFIGURATION
From the admin console, select the Purchase Options menu option.

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You'll notice a new column in the list.

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Click the edit icon next to the payment option you wish to modify and add a dollar amount to the deposit only field. Thin click the save button.

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When the user browses the payment options they will see which ones require full payment during registration and which allow a deposit only amount.


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They must select the check box if they wish to pay the deposit only and not the full amount.

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The customer receipt clearly shows the deposit amount paid and the remaining amount due.

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Instructors will see the amount owed on the class roster in two places, on the detail for each student and on the "Balance Due Detail" page.

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