Who can use this feature?
Pike13 Plan:
Role:
- More information about Pike13 Plans and Roles
When a client purchases a pass, prepaid plan, or course, the full invoice amount is charged and paid upfront. For recurring plans, the first invoice must be paid before the system generates the next one. Pike13 will not create a new invoice for a recurring plan until the current one has been paid in full..
In this article
Splitting payments
At checkout, staff can split a client’s payment across multiple payment methods—such as credit card, account credit, and cash. An invoice is considered closed once it has been paid in full.
If a client can’t pay the full amount at the time of service, staff can accept a partial payment and allow the client to pay the remaining balance later. The unpaid portion will stay open, and an invoice can be emailed to the client so they can complete the payment through your Pike13 website.
Note
Paid in Full
Plans and passes aren't usable until they're paid in full, and a client isn't added to a course roster until the course enrollment fee is paid in full.
Accept a full or partial payment
- After adding an item to a client’s shopping cart, click Secure Checkout.
- On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.
- Do one of the following:
- To make a full payment, check that the full payment amount is correct, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Finish.
- To make a partial payment, enter an amount that is less than the total, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt, and then click Make Partial Payment.
Complete a partially paid invoice
- At the top of any Pike13 page, select Clients, find the client with the partially paid invoice, and click their name.
- In their client profile under Bills, click the partially paid invoice, and then select Check Out
- On the Check Out & Confirm page, click Choose a payment method, and then choose a payment option.
- To complete the purchase, click Finish.
Split a payment between payment methods
- After adding an item to a client’s shopping cart, click Secure Checkout.
- On the Check Out & Confirm page, do one of the following:
- Select Choose a payment method, and then choose a payment option.
- Click New Payment Method, choose an option, swipe a new credit card or enter the required information, and then click Save
- Enter a payment amount that is less than the remaining balance, click + Add another payment, and then repeat the previous step.
- If appropriate, specify who should receive a sales commission, the location of sale, and whether to email the client a receipt.
- To complete the purchase, click Finish
Note
Recurring Payments
If the payment will recur, subsequent payments will be paid fully by the client’s automatic payment method.