Is there a way to accept a deposit payment, and then pay a balance due at a later date?

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    Asked on October 22, 2015 at 09:44 AM

    We have had requests to create forms where a deposit would be accepted to reserve a spot for an event or for summer camps. The customer would like to return to the same form at a later date, and pay the balance due without having to complete the entire form again. Is this possible now, or are you working on this option?

    I know I could put two products on a form, one for a deposit amount, and another for the balance due, but theis requires the customer to complete the registration form twice.




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    Answered on October 22, 2015 at 02:07 PM

    You can create two forms and use sessions to perform such actions. The first form will be the one that collects user's information like name, email address, phone number etc... and, of course, the deposit. Once the first form is submitted, they will be given a link, where they can process the remaining balance at a later date. The link can be sent to them using autoresponder or it can also be shown on the Thank you page once the form is submitted and payment for the deposit is completed. 

    Now, once they have accessed the link at a later date, they will be redirected to the second form. The second form is pre-filled base on the answers on the first form with the help of sessions. The only remaining thing that the user needs to process on the second form is remaining balance.

    I would recommend you to check this guide for more information: How-to-Save-Forms-to-Continue-Later

    Following the instruction on the guide. Here's an example

    Say this is your first form:

    When you fill it out and submitted the first form: 

    You will receive an autoresponder(if you created one) or this in the Thank you page (notice the link)

    The link can be saved and be accessed at a later time or day.

    When you access the link, you will be redirected to the Main form( where the information you entered on the first form is transferred and fields of the main form are prepopulated.

    Actually, the value of the Deposit field of the first form is also transferred. The Deposit field of the Main form is just hidden. I have created a condition where the deposit amount is subtracted from full amount of the registration (assuming that the total payment should be 100)

    Here's that condition on the Main form:

    Now to pass the Deposit amount of the first form and the Remaining balance amount of the Main form to their corresponding Payment field. You may refer to this guide: How-to-pass-a-calculation-to-a-payment-field

    I hope this helps. Let us know if you need any further assistance or of you have any questions with the above instructions. Thank you.