VIDEO OF THE PROCESS AT THE END OF THE ARTICLE
Purpose
This article explains how to process partial payments starting at $250 for payment plan SKUs, how the system behaves after the payment, and what actions are required to complete the balance collection.
What Has Changed
Partial payments are now accepted on payment plan SKUs
Minimum down payment is $250 or higher
Applies to all SKUs that generate subscription billing
Why This Matters
Allows you to close ready buyers immediately
Reduces lost opportunities due to full payment hesitation
Moves clients into commitment while structuring the remaining balance
Effective Date
This process is effective immediately
How to Process a Partial Payment
Step 1. Create the Engagement
Create a new engagement as usual
Any engagement type is acceptable
Step 2. Select the Product
Add any SKU that includes a payment plan
Examples include 2 pay, 3 pay, or 6 pay options
These SKUs will generate subscription billing
Step 3. Add Product to Cart
Confirm product selection
Complete all required fields including campaign and shipping details
Step 4. Enter Payment Amount
Enter a minimum of $250 or more
Amount can be higher depending on client agreement
Step 5. Process Payment
Submit the payment
Once processed, the opportunity will close immediately
What Happens After Payment
Subscription Billing Creation
A Subscription Billing code will generate within approximately 24 hours
This confirms automated future billing
The system will charge the remaining balance every 30 days
Automation Behavior
Subscription billing is fully automated
No manual intervention is required once active
System Timing Expectations
Manual payments process immediately
Card updates may take up to 24 hours
Wire payments may take up to 2 weeks
System delays are expected to stabilize by March 25
Confirm payment using checkout link status marked as PAID
Scenario. Multiple Cards Payment
When Client Wants to Pay in Full Using Multiple Cards
Select any payment plan SKU
Charge $250 or more to initiate the sale
Add additional payments within 24 hours before subscription locks
Outcomes
Pay full balance now. Next bill will be $0
Partial extra payment. Remaining balance will auto bill
No action. Full remaining balance will auto bill in 30 days
Important Rules
Subscription Lock
After 24 hours, the subscription locks
Changes require a Paperless Request
Auto Billing Risk on Payment Plans
Do not select Auto Bill when processing a payment plan SKU
A subscription will automatically generate within 24 hours after the initial payment
If Auto Bill is selected and the subscription is also created, and no Paperless Request is submitted to turn off Auto Bill, there is a risk the client will be double charged
Paperless Request Usage
Submit request for custom payment terms
Ensure balance is aligned to event timing
Payment plans must be completed 30 days before event start
Final Balance Handling
Any remaining balance outside the structured plan will be added to the final subscription payment
Key Takeaways
Sell now and secure commitment with $250 minimum
Use any payment plan SKU to initiate the process
Act within 24 hours if adjustments or additional payments are needed
Submit Paperless Requests immediately for custom terms
Ensure full balance is completed before event timelines
This process allows you to close faster, create commitment immediately, and maintain control of the remaining balance collection.
Comments
0 comments
Article is closed for comments.