How To Set Up a Deposit or Full Amount

Overview

You can give your customers the choice to pay a deposit or the full amount upon checkout. For example, you can set a 25% deposit rule, at the same time allowing your customers to pay the full amount. Additionally, you can set deposit rules that apply only to specific products.

Note: You must have Owner user access.

How to set up a business-wide deposit

• Click Settings.
• Select Payments.
• Scroll down to Select your booking deposit.

Here you have 5 options:

1. Full amount
2. Deposit (% of order total amount)
   • Enter the deposit percentage amount.
   • Tick Allow customers to pay full amount - this gives your customers the option to pay the full amount.
   • Tick Add minimum notice - this allows you to enforce full payment if the booking is x number of days before the tour date.
     • Enter the number of days before the tour date.
3. Deposit (Fixed amount per person/quantity)
   • Enter the fixed deposit amount.
   • Tick Allow customers to pay full amount - this gives your customers the option to pay the full amount.
   • Tick Add minimum notice - this allows you to enforce full payment if the booking is x amount of days before the tour date.
     • Enter the number of days before the tour date.
4. Deposit (Fixed amount per order)
   • Enter the fixed deposit amount.
   • Tick Allow customers to pay full amount - this gives your customers the option to pay the full amount.
   • Tick Add minimum notice - this allows you to enforce full payment if the booking is x amount of days before the tour date.
     • Enter the number of days before the tour date.
5. No charge - this option is useful if you want to capture the credit card and charge at a later date.

Click the Save button when done.

How to set up a special deposit rule for a product

To get started, find the product (Inventory Products) you want to add a special rule for, and click the product name to be taken to the Details tab:

• Scroll to the bottom of the page.
• Tick the Use special deposit rules box.
• Here you have 5 options:
  1. Full amount
  2. Deposit (% of order total amount)
     • Enter the deposit percentage amount.
     • Tick Allow customers to pay full amount - this gives your customers the option to pay the full amount.
     • Tick Add minimum notice - this allows you to enforce full payment if the booking is x amount of days before the tour date.
     • Enter the number of days before the tour date.
  3. Deposit (Fixed amount per person/quantity)
     • Enter the fixed deposit amount.
     • Tick Allow customers to pay full amount - this gives your customers the option to pay the full amount.
     • Tick Add minimum notice - this allows you to enforce full payment if the booking is x amount of days before the tour date.
     • Enter the number of days before the tour date.
  4. Deposit (Fixed amount per order)
     • Enter the fixed deposit amount.
     • Tick Allow customers to pay full amount - this gives your customers the option to pay the full amount.
     • Tick Add minimum notice - this allows you to enforce full payment if the booking is x number of days before the tour date.
     • Enter the number of days before the tour date.
  5. No charge - this option is useful if you want to capture the credit card and charge at a later date.

Lastly, click the Save product button.