📝 Overview
Payment plans are an option you can add to a registration, typically used for higher priced items to spread the cost over time. When a payment plan is enabled for a registration your customers can choose to pay in full or opt for the payment plan.
⚠️ This feature is not to be used for Normal Teams since each player pays an amount chosen by the team.
🛠️ Setup
🔑 Authorization
Click the arrow to learn what authorizations are required
Click the arrow to learn what authorizations are required
In order to set up a Payment Plan, the User must have the Season Management authorization assigned to their Role.
➕ Creating a Payment Plan
Click the arrow to learn how to create a Payment Plan
Click the arrow to learn how to create a Payment Plan
📍 Where
Type in the global search box, “Payment Plans”. On the payment plan page click the "Create" button.
⚙️ How
Click the arrow to learn more
Click the arrow to learn more
🏷️ Name – Give the plan a clear, descriptive title.
💵 Financing Fee (optional) – A fee product must exist before it can be selected here.
💰 Deposit – The portion of the registration cost collected immediately at purchase. This amount is applied toward the customer’s total balance due.
📅 Schedule – Add installment dates with percentage amounts. All percentages must total 100%.
✍️ Note: You may add as many installment entries as needed.
⚠️ Note: If any scheduled installment dates are already in the past, the customer will be required to pay those installments up front, in addition to the deposit.
🔗 Assigning Payment Plan
Click the arrow to learn how to assign a Payment Plan
Click the arrow to learn how to assign a Payment Plan
Payment Plans can be assigned in Registration Settings:
Season level – Applies to the entire season.
Level level – Applies to a specific registration level.
⚖️ If both are set, the Level assignment overrides the Season assignment.
🛒 Choosing a Payment Plan (via Customer Portal)
Click the arrow to learn how customers choose a Payment Plan when registering
Click the arrow to learn how customers choose a Payment Plan when registering
When registering online, customers will be prompted to choose how they want to pay:
💳 Pay in Full – The entire balance is due at checkout.
🗓️ Payment Plan – The deposit is charged immediately, and the remaining balance is scheduled across installments.
✅ If a Payment Plan is assigned to the product, both options will appear.
❌ If no plan is assigned, only the full payment option will display.
💡 Pro Tips
⚠️ Use clear naming conventions – e.g., Spring Soccer – 3-Month Plan.
🧠 Test the workflow – Verify that fees and deposits display correctly.
💬 Double-check percentages – Totals must equal 100% to save.
📌 Use consistent due dates – Choose familiar dates like the 1st or 15th.
⛔ Be cautious with overrides – Only use Level overrides if absolutely needed.
❓ Frequently Asked Questions (FAQs)
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Can I charge a finance fee if they choose to use the Payment Plan option?
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Click the arrow to see the answer
Yes. If a fee product is created in advance, you can select it during setup.
How is the deposit handled?
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Click the arrow to see the answer
The deposit is charged immediately at checkout and applied toward the total balance due. The remaining balance is then scheduled across installments.
⚠️ If registration occurs after the season has started, any installments scheduled in the past will be collected up front. Customers are typically not charged for missed sessions but can still use a Payment Plan to pay the remaining fees.
Is there a limit to how many installments I can set up?
Click the arrow to see the answer
Click the arrow to see the answer
No. You may add as many as needed, as long as the percentages equal 100%.