Balance Due Payments

This feature allows a client to pay all or part of a balance due through the online MyAccount menu when the client is logged into the WebReg module.

Applies To:    Enterprise    Plus     Basic

Enabling the Balance Due Payments is an automatic process.  There is no setting to enable this feature.  As soon as a Client has a balance due amount, the balance due is calculated and will display as a balance due in the MyAccount menu with the client's registrations. The Client can use any of the enabled credit card payment methods currently accepted by the regular online registration.

• Invoice B and Invoice C methods:  The balance due is calculated per invoice and course section. The client can pay on one or more invoices at a time and can pay all or any part of each invoice. Invoices with due dates will display starting 35 days from the current date. Invoices without due dates will use the invoice date and will display starting 35 days from the current date.
• Invoice A method:  The balance due is calculated per invoice.
• Payment transactions entered by the client using this feature are automatically processed and recorded in XenDirect including entries into the Gateway Log. 
• If using the InHouse payment gateway, credit cards will still require manual processing as they do for regular payments.
• See Instruction Boxes to add user-defined text to the left side of each of the payment pages in this process.
• In order for a client to receive an automated email when an online payment is made from this section, a Merge Text record called "Email Partial Payment" must be created.
• If the client has members and one or more of the members have invoices with amounts due, the client can pay the balances due on member invoices while logged into their own account.