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Payment Plans

Angel Horowitz avatar
Written by Angel Horowitz
Updated this week

πŸ“ 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.


πŸ› οΈ Setup

πŸ”‘ Authorization

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In order to set up a Payment Plan, the User must have the Season Management authorization assigned to their Role.

βž• Creating a Payment Plan

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πŸ“ Where

Type in the global search box, β€œPayment Plans”. On the payment plan page click the "Create" button.

βš™οΈ How

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  1. 🏷️ Name – Give the plan a clear, descriptive title.

  2. πŸ’΅ Financing Fee (optional) – A fee product must exist before it can be selected here.

  3. πŸ’° Deposit – The upfront amount due at purchase.

  4. πŸ“… 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.

πŸ”— Assigning 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.

βš–οΈ If both are set, the Level assignment overrides the Season assignment.


πŸ›’ Choosing a Payment Plan (via Customer Portal)

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:

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  • πŸ’³ Pay in Full – The entire balance is due at checkout.

  • πŸ—“οΈ Payment Plan – The deposit is charged immediately, and the remaining balance is scheduled across installments.

βœ… 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.


πŸ’‘ Pro Tips

  • ⚠️ Use clear naming conventions – e.g., Spring Soccer – 3-Month Plan.

  • 🧠 Test the workflow – Verify that fees and deposits display correctly.

  • πŸ’¬ Double-check percentages – Totals must equal 100% to save.

  • πŸ“Œ Use consistent due dates – Choose familiar dates like the 1st or 15th.

  • β›” Be cautious with overrides – Only use Level overrides if absolutely needed.


❓ Frequently Asked Questions (FAQs)

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Can I charge a finance fee if they choose to use the Payment Plan option?

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Yes. If a fee product is created in advance, you can select it during setup.

How is the deposit handled?

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The deposit is charged immediately at checkout, with the remaining balance spread across scheduled 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?

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No. You may add as many as needed, as long as the percentages equal 100%.

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