{"id":1029,"date":"2024-01-28T08:42:59","date_gmt":"2024-01-28T06:42:59","guid":{"rendered":"https:\/\/wellnessunityhub.com\/documentation\/?p=1029"},"modified":"2024-01-28T08:48:26","modified_gmt":"2024-01-28T06:48:26","slug":"deposit-payments","status":"publish","type":"post","link":"https:\/\/wellnessunityhub.com\/documentation\/2024\/01\/28\/deposit-payments\/","title":{"rendered":"Deposit Payments"},"content":{"rendered":"\n<p class=\"gutenify-section-30b49340-bda8-11ee-8407-cf53cd16d1db\">Being able to receive partial payments for appointments and events is one of the crucial things for many businesses. Deposit Payments are here to allow you to receive a fixed or percentage amount of payment during the booking process to ensure you from possible cancellations while the rest will be paid on-site.<\/p>\n\n\n\n<p class=\"gutenify-section-30b4ba50-bda8-11ee-8407-cf53cd16d1db\"><strong>Content<\/strong><\/p>\n\n\n\n<p class=\"gutenify-section-30b50870-bda8-11ee-8407-cf53cd16d1db\">Set up deposits for services<\/p>\n\n\n\n<p class=\"gutenify-section-387ebf10-bda8-11ee-8407-cf53cd16d1db\">Set up deposits for events<\/p>\n\n\n\n<p class=\"gutenify-section-30b619e0-bda8-11ee-8407-cf53cd16d1db\">Set up deposits for packages<\/p>\n\n\n\n<p class=\"gutenify-section-347bd470-bda8-11ee-8407-cf53cd16d1db\">Track deposits on finance page<\/p>\n\n\n\n<h3 class=\"wp-block-heading gutenify-section-4b2e6070-bda8-11ee-8407-cf53cd16d1db\">How to set deposit payments for Services<\/h3>\n\n\n\n<p class=\"gutenify-section-4b2eae90-bda8-11ee-8407-cf53cd16d1db\">Each service can have a separate deposit amount set for payment during the booking. To set this, click to edit the existing service or click&nbsp;<strong>\u201c+Add Service\u201d<\/strong>&nbsp;to add a new one, then set a service price and you will see an option to enable the deposit payment below.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter gutenify-section-4b31e2e0-bda8-11ee-8407-cf53cd16d1db\"><img decoding=\"async\" src=\"https:\/\/wpamelia.com\/wp-content\/uploads\/2021\/04\/Screenshot-2021-04-19-at-16.58.51.png\" alt=\"Enable Deposit Payment \" title=\"Enable Deposit Payment Amelia WordPress Booking Plugin\"\/><\/figure><\/div>\n\n\n<p class=\"has-neve-link-hover-color-color has-nv-light-bg-background-color has-text-color has-background has-link-color gutenify-section-4b32a630-bda8-11ee-8407-cf53cd16d1db wp-elements-c788443f95e8d37faf3a0d625fd79dab\"><strong>Please note:<\/strong>&nbsp;If you have set 0 as the service price, you will not be able to see the deposit payment option in the service modal. Also, if you use on-site payment then deposit payment will not be shown during the booking process. Deposit payment during the booking is possible only if you use online payment methods.<\/p>\n\n\n\n<p class=\"gutenify-section-4b3405c0-bda8-11ee-8407-cf53cd16d1db\">Enable the Deposit payment option and new options will appear:<\/p>\n\n\n\n<ul class=\"gutenify-section-4b35da80-bda8-11ee-8407-cf53cd16d1db wp-block-list\">\n<li class=\"gutenify-section-4b34a200-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cDeposit Type\u201d<\/strong>&nbsp;\u2013 here you can choose&nbsp;<strong>\u201cFixed amount\u201d<\/strong>&nbsp;or&nbsp;<strong>\u201cPercentage\u201d<\/strong>. The main difference between these two options is that if you choose the&nbsp;<strong>\u201cPercentage\u201d<\/strong>&nbsp;deposit type, the deposit will be calculated on the total price including service extras and added people (and will change if the employee has a different price), while the&nbsp;<strong>\u201cFixed\u201d<\/strong>&nbsp;amount will have an additional option to choose whether it will be multiplied by the number of people, but extras will not be included.<\/li>\n\n\n\n<li class=\"gutenify-section-4b34f020-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cDeposit amount\u201d<\/strong>&nbsp;\u2013 here you set the amount in percentage or in value that will be calculated as a deposit and paid during the booking process.<\/li>\n\n\n\n<li class=\"gutenify-section-4b353e40-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cMultiply deposit amount by the number of people in one booking\u201d<\/strong>&nbsp;\u2013 this option will be visible if you choose&nbsp;<strong>\u201cFixed amount\u201d<\/strong>&nbsp;as a deposit type.&nbsp;<strong>\u201cPercentage\u201d<\/strong>&nbsp;deposit will always be calculated on the total price (including extras and additional people) while for the fixed amount you can choose whether it will multiply by the number of people or always stays the same.<\/li>\n\n\n\n<li class=\"gutenify-section-4b358c60-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cAllow customers to pay total appointment amount\u201d<\/strong>&nbsp;\u2013 this option manages if the customers will have an option to choose whether they want to pay just the deposit or the whole appointment amount in the booking process or don\u2019t have the option to choose, but just pay only the deposit.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-neve-link-hover-color-color has-nv-light-bg-background-color has-text-color has-background has-link-color gutenify-section-4b360190-bda8-11ee-8407-cf53cd16d1db wp-elements-e26c2247adf1d656e84d87e3f83b49be\"><strong>Please note:<\/strong>&nbsp;If your employees have different prices we advise you to use the&nbsp;<strong>\u201cPercentage\u201d<\/strong>&nbsp;deposit type since the percentage will be calculated on the total price and will count that difference while the&nbsp;<strong>\u201cFixed\u201d<\/strong>&nbsp;deposit will always stay the same following the general service price.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter gutenify-section-4b3676c0-bda8-11ee-8407-cf53cd16d1db\"><img decoding=\"async\" src=\"https:\/\/wpamelia.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2021-09-16-at-9.07.16-PM-2.png\" alt=\"Set up deposit payments for a booking in wellness unity hub\" title=\"Screen Shot 2021-09-16 at 9.07.16 PM\"\/><\/figure><\/div>\n\n\n<p class=\"gutenify-section-4b36c4e0-bda8-11ee-8407-cf53cd16d1db\">After you set the deposit, click&nbsp;<strong>\u201cSave\u201d<\/strong>&nbsp;so the changes can be saved and you are ready for receiving deposit payments for services.<\/p>\n\n\n\n<p class=\"has-neve-link-hover-color-color has-nv-light-bg-background-color has-text-color has-background has-link-color gutenify-section-4b371300-bda8-11ee-8407-cf53cd16d1db wp-elements-89a329c20bc093e45f9bf91c7e7dd3f7\"><strong>Please note:<\/strong>&nbsp;If you use recurring appointments the Fixed deposit type will be calculated based on the way that you have set the&nbsp;<strong>\u201cHandle recurring appointment payments\u201d<\/strong>&nbsp;option. If you have chosen that the customer will need to pay only for the first appointment, then the deposit will be shown just for the first one. However, if you have chosen that customer will need to pay for all appointments at once, then the deposit will be calculated for all appointments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading gutenify-section-4b376120-bda8-11ee-8407-cf53cd16d1db\">How to set deposit payments for the Events<\/h3>\n\n\n\n<p class=\"gutenify-section-4b37af40-bda8-11ee-8407-cf53cd16d1db\">To set the deposit payment for the Event, open the existing Event or create a new one on&nbsp;<strong>\u201c+ Add Event\u201d<\/strong>&nbsp;and once you enter the price larger than 0 you will see the option&nbsp;<strong>\u201cEnable Deposit payment\u201d<\/strong>.<\/p>\n\n\n\n<p class=\"gutenify-section-4b37fd60-bda8-11ee-8407-cf53cd16d1db\">Once you enable the deposit option new options will appear:<\/p>\n\n\n\n<ul class=\"gutenify-section-4b395cf0-bda8-11ee-8407-cf53cd16d1db wp-block-list\">\n<li class=\"gutenify-section-4b384b80-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cDeposit Type\u201d<\/strong>&nbsp;\u2013 here you can choose between two types,&nbsp;<strong>\u201cFixed amount\u201d<\/strong>&nbsp;and&nbsp;<strong>\u201cPercentage\u201d<\/strong>. The main difference between these two options is that if you choose the&nbsp;<strong>\u201cPercentage\u201d<\/strong>&nbsp;deposit type, the deposit will be calculated on the total price including added people, while the&nbsp;<strong>\u201cFixed\u201d<\/strong>&nbsp;amount will have an additional option to choose whether it will be multiplied by the number of people, or will always stay the same.<\/li>\n\n\n\n<li class=\"gutenify-section-4b3899a0-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cDeposit amount\u201d<\/strong>&nbsp;\u2013 here you set the amount in percentage or in value that will be calculated as a deposit and paid during the booking process.<\/li>\n\n\n\n<li class=\"gutenify-section-4b38e7c0-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cMultiply deposit amount by the number of people in one booking\u201d<\/strong>&nbsp;\u2013 this option will be visible if you choose&nbsp;<strong>\u201cFixed amount\u201d<\/strong>&nbsp;as a deposit type.<\/li>\n\n\n\n<li class=\"gutenify-section-4b390ed0-bda8-11ee-8407-cf53cd16d1db\"><strong>\u201cAllow customers to pay total appointment amount\u201d<\/strong>&nbsp;\u2013 this option manages if the customers will have an option to choose whether they want to pay just the deposit or the whole appointment amount in the booking process or don\u2019t have the option to choose, but just pay only the deposit.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter gutenify-section-4b39ab10-bda8-11ee-8407-cf53cd16d1db\"><img decoding=\"async\" src=\"https:\/\/wpamelia.com\/wp-content\/uploads\/2021\/09\/Screen-Shot-2021-09-16-at-9.19.15-PM.png\" alt=\"deposit payment setup\" title=\"Screen Shot 2021-09-16 at 9.19.15 PM\"\/><\/figure><\/div>\n\n\n<p class=\"gutenify-section-4b39f930-bda8-11ee-8407-cf53cd16d1db\">Once you\u2019ve set this, don\u2019t forget to click&nbsp;<strong>\u201cSave\u201d<\/strong>.<\/p>\n\n\n\n<p class=\"gutenify-section-4b3abc80-bda8-11ee-8407-cf53cd16d1db\">On the front-end booking forms, your customers will clearly see the amount that needs to be paid and the rest of the booking price that will stay for paying on-site when the customer\/attendee comes to the appointment\/event.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter gutenify-section-4b3b31b0-bda8-11ee-8407-cf53cd16d1db\"><img decoding=\"async\" src=\"https:\/\/wpamelia.com\/wp-content\/uploads\/2021\/04\/Screenshot-2021-04-19-at-18.32.22.png\" alt=\"Deposit on Booking Wellness Unity\" title=\"Deposit on Booking Amelia Booking plugin\"\/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading gutenify-section-4b3ba6e0-bda8-11ee-8407-cf53cd16d1db\">Setting up deposit payments for Packages<\/h3>\n\n\n\n<p class=\"gutenify-section-4b3bf500-bda8-11ee-8407-cf53cd16d1db\">On the package\u2019s side, you can also set deposit payments. The option to set a deposit will be shown if you choose&nbsp;<strong>\u201cCalculated price\u201d<\/strong>&nbsp;on the Price tab while setting up your package. For the&nbsp;<strong>\u201cCustom price\u201d<\/strong>&nbsp;the deposit payment will not be shown since you already have the option to set up the custom price for which you want to receive a payment. The options are the same so take a look at the explanation above.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized gutenify-section-4b3c4320-bda8-11ee-8407-cf53cd16d1db\"><img decoding=\"async\" src=\"https:\/\/wpamelia.com\/wp-content\/uploads\/2021\/04\/Screenshot-2021-04-20-at-10.12.27.png\" alt=\"Deposit for Packages Wellness Unity\" style=\"width:405px;height:auto\" title=\"Deposit for Packages Amelia WordPress Booking Plugin\"\/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading gutenify-section-4b3c9140-bda8-11ee-8407-cf53cd16d1db\">Tracking and updating payments on the Finance page<\/h3>\n\n\n\n<p class=\"gutenify-section-4b3df0d0-bda8-11ee-8407-cf53cd16d1db\">On the Finance page, you will see one new status if you use Deposit payments, it is a&nbsp;<strong>\u201cPartially Paid\u201d<\/strong>&nbsp;status. Since the rest of the payment will be done on-site, once your customers pay for the entire appointment you can update the payment. Click on the&nbsp;<strong>\u201cDetails\u201d<\/strong>&nbsp;option beside the payment, then on the pencil in the bottom left corner of the Payment Details modal and update the payment amount and status, and click&nbsp;<strong>\u201cSave\u201d<\/strong>&nbsp;and your payment will get&nbsp;<strong>\u201cPaid\u201d<\/strong>&nbsp;status.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Being able to receive partial payments for appointments and events is one of the crucial things for many businesses. Deposit Payments are here to allow you to receive a fixed or percentage amount of payment during the booking process to ensure you from possible cancellations while the rest will be paid on-site. Content Set up&hellip;&nbsp;<a href=\"https:\/\/wellnessunityhub.com\/documentation\/2024\/01\/28\/deposit-payments\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Deposit Payments<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","_themeisle_gutenberg_block_has_review":false,"footnotes":""},"categories":[22,21,20],"tags":[],"class_list":["post-1029","post","type-post","status-publish","format-standard","hentry","category-appointments","category-configurations","category-documentation"],"gutentor_comment":1,"_links":{"self":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1029"}],"collection":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/comments?post=1029"}],"version-history":[{"count":2,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1029\/revisions"}],"predecessor-version":[{"id":1036,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/posts\/1029\/revisions\/1036"}],"wp:attachment":[{"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/media?parent=1029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/categories?post=1029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wellnessunityhub.com\/documentation\/wp-json\/wp\/v2\/tags?post=1029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}