Use Payment Plans to Charge a Registration Deposit

You can configure a required payment plan to charge a deposit on registration orders. Use the below steps to configure a required payment plan. These steps assume that a payment plan with the first step equal to the deposit already exists.

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event to configure.
3. Right-click and select Tools -> Registration Setup. The Registration Setup window opens.
4. Select the Registration Form Setup tab.
5. Expand the Appearance section.
6. Click the Edit Form Template hyperlink next to the Form Template drop-down. The Form Template window opens.
7. Select the page in the Payments Group.
8. Click the Edit Component link in the component for the page in the Payments Group. The Edit Payment Form Section window opens.
9. Select the Use Registration Payment Configuration radio button.
10. Check the Payment Plan box.
11. Select the payment plan(s) to use from the Payment Plan drop-down.
12. Check the Make Payment Plan Required box.
13. Select any other desired payment options.
14. Click OK.
15. Click OK on the Form Template screen.

The recommended best practice is using credit card payments in conjunction with the required payment plan for immediate collection of the registration deposit.