Purpose
This article explains how to process payments when a client chooses to split their payment. It supports PRS and FSR team members in completing these transactions with clarity and confidence.
Overview
Split payments can be processed as long as the product meets the minimum payment rule. The key requirement is to avoid adjusting the auto bill feature. This ensures the transaction can move forward without interruption.
Steps to Process a Split Payment
Open the client account.
Generate the engagement for the client.
Click the green Update button in the Action field.
Select the correct marketing campaign. PRS Outbound is the typical option.
Select the correct Event to Purchase. For example, UPW November.
Review the available items and choose the correct SKU.
Add the item to the order.
Enter the client’s complete and accurate address information.
Review the minimum payment amount displayed.
Leave the auto bill feature untouched.
Enter the payment amount. The payment can match the minimum amount or be greater than the minimum.
Process the payment.
Wait for the receipt page to load. This confirms the payment has been completed.
Important Notes
If you are selling more than 1 ticket is one OPP PLEASE READ HERE Multi Ticket Payment Plan Processing Guide
The system displays the minimum payment required for the product.
Payments process successfully when the auto bill feature is not modified.
If the auto bill feature is added or changed, the system will block the transaction.
When a client requests a special payment arrangement that does not align with standard rules, submit a Paperless Request so the setup can be completed.
Video Tutorial
A video walkthrough will be added to this article to support visual learning.
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