Configuring Service/PriceItem for Partial Invoicing (Instalments)

It is possible to configure a Service and PriceItem to allow the student to pay either the full amount on one invoice, or any number of instalments on separate invoices as required.
Please note it is only possible to use this feature when the instalments are due in fixed periods through the year.
- For example the Course has a fixed start date in September; the first instalment is due in October and subsequent instalments are due in the following months.
- It cannot be used for continuous enrolment when the start date may change depending when the student wants to start.

This process can be used on any Service, but typically is used on longer term courses.
Create the Service as usual.
Create a Service Option Type called “Instalment Type”.
- To do this, go to the System Objects tab, then Service Option Type > New.

With the Service Option Type, add the desired number of different Service Options:
- Go to the Service Options tab > New.

Complete the details as fully as possible, including whether you would like this option to appear on the Online Booking System.

Go back to the Service and relate your new Service Option Type to the Service.
- Note, you can use the same Service Option Type on multiple Services if you wish to offer the same selection of instalment options.
- If you need a different range of Service Options, you will need to create a new Service Option Type for them.

Create the PriceItem as normal.
Within the Prices tab, create a new price line for each instalment, using the relevant Service Option.
- Min/max quantity = 1
- Price Unit = EACH
- Enter the instalment number/details in the Description field.
Use date bound to contain the periods that each instalment should apply, as per the following screenshot:

When the user creates the booking, they select the desired Instalment Type.
If the booking falls in any part of the instalment date bound period, the instalment will apply.