magento 2 partial payment pro user guide by meetanshi · • partial payment: enable or disable the...

Partial Payment Pro for Magento 2 © Meetanshi

Partial Payment Pro for Magento 2

User Guide

Table of Content

1. Extension Installation Guide

2. Configuration

3. Payment Calculation Settings

4. Payment Calculation Box Settings

5. Email Settings

6. Product Specific Partial Payment Settings

7. Partial Payment in Frontend

8. Partial Payment Orders in Backend

9. Auto Capture Emails

10. Installment Payment from Backend


1. Extension Installation • Create a folder structure in Magento root as app/code/Meetanshi/Partialpro • Download and extract the zip folder and upload our extension files to the

app/code/Meetanshi/Partialpro via FTP. • Login to your SSH and run below commands step by step:

o php bin/magento setup:upgrade o For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy o For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f o php bin/magento cache:flush

2. Configuration To configure the extension, log in to Magento backend, move to Stores → Configuration →

Partial Payment where you can find various settings to configure the extension.

• Partial Payment: Enable or disable the Partial Payment extension.

• Allowed Customer Groups: Select the customer groups allow using Partial Payment facility.

• Allowed Payment Methods: Select the payment methods with which Partial Payment is

allowed.

• Apply Partial Payment to: Select the scope of the Partial Payment extension.

o All Products: Partial Payment facility gets available for all products of the store.

o Selected Products: Partial Payment facility gets available for the selected products of the

store. Make product specific settings after enabling this.

o Whole Cart: Partial Payment facility gets available for all the products added to the

shopping cart.

• Charge Shipping and Tax Amount: Select how you want to charge shipping and tax amount

on order.

o On Down Payment: Charge the shipping and tax amount on the down payment.

o On All Installments: Equally divide the cost of the shipping and tax amount into the installments.

• Disable Guest Checkout on Partial Payment Orders: Select YES to disable guest checkout

while placing orders using the Partial Payment facility.

• Maximum Partial Payment Credit Limit: Set the maximum credit amount to which the

Partial Payment facility can be used. For example, if the credit limit is $450, the customer can

buy the products with Partial Payment till orders for his account reaches to $450. After it, the

customer has to pay in full or pay the remaining installments to buy more using the Partial

Payment facility.

• Credit Limit Overreach Error Message: Set the custom error message to show if someone

exceeds the maximum Partial Payment credit limit.

• Pay All Installments Checkbox: Enable “Pay All Installments” checkbox in customers’ My

Account section for the customers to select all the remaining installments together and pay.

• Auto Capture Installment Payments: Set YES to auto capture installment payments on a

regular frequency. The auto capture facility available only for the PayPal and Authorize.net

payment gateway.


3. Payment Calculation Settings Here, you can find various settings for the Partial Payment calculation. • Partial Payment Plan: Select one of the Partial Payment plans.

o Fixed Installment Plan: The admin can set a fixed number of installments in which the

customer has to pay.

▪ Number of Installments: Admin can set the number of installments in which the

customer has to finish payment.

o Flexy Layaway Plan: The admin sets the maximum number of installments of which the

customer can select one to pay with.

▪ Number of Installments: Admin can set the maximum number of installments of

which customer can select preferred option and finish payment.

• Payment Frequency: Select the frequency of the installment payments by the customers.

o Based on Days: Select this option and add the number of days for the installment

payment cycle.

o Weekly: Select this option to set weekly installment payment cycle.

o Monthly: Select this option to set monthly installment payment cycle.


o Quarterly: Select this option to set quarterly (3 monthly) installment payment cycle.

• Down Payment Label: Set a custom label to show the down payment amount in the

frontend.

• Calculate Down Payment in: Select how you want to calculate the down payment amount

for the order.

o Fixed Amount: Charge the down payment in fixed amount.

o Percentage of Product Price: Charge the down payment in the percentage of the product

price.

• Down Payment Amount: Set the down payment amount to charge the order considering the

above set calculation method.

• Remaining Payment Label: Set a custom label to show the remaining amount in the

frontend.

• Charge Partial Payment Fee: Select one of the options to charge Partial Payment fee on

orders.

o No: Select this option if you don’t want to charge the partial payment fee.

o On First Installment: Charge the partial payment fee amount on the first installment.

o On All Installments: Equally divide and charge partial payment fee on all installments.

• Calculate Partial Payment Fee in: Select how you want to calculate and apply Partial

Payment fee.

o Fixed Amount: Charge the partial payment fee in fixed amount.

o Percentage of Product Price: Charge the partial payment fee in the percentage of the product price.

• Fee Amount: Enter the amount of the fee to be calculated and charged.


4. Payment Calculation Box Settings The extension facilitates to show the payment calculation box which provides the calculation of

the down payment and installment amount captured while using the partial payment facility.

• Partial Payment Availability Message: Set a custom message for the partial payment

availability to show on the product or the cart (for whole cart) page. • Partial Payment Terms and Conditions: Add Partial Payment terms and conditions to show

along with the payment calculation in the box.

5. Email Settings

Here are the various settings of the Email notifications send to the customers using Partial

Payment. Select the template for each Email type, sender and enter comma separated Email IDs

to send the carbon copy of the Email.

• Installment Schedule Email: Sent to the customers after the order placement having the

schedule of the installments. • Installment Payment Confirmation Email: Sent to the customers after they successfully

finish the payment of an installment.

• Installment Approval Email: Sent to the customers after the admin approves particular

installment payment. (only for the offline payment methods)


• Installment Disapproval Email: Sent to the customers after the admin disapproves

particular installment payment. (only for the offline payment methods)

• Installment Overdue Notice Email: Sent to the customers if they miss the scheduled

installment payment date.

• Installment Reminder Email: Sent to the customers before the due date to remind the installment payment. Sent only if the customer has used an offline payment method for the

down payment.

• Installment Auto Capture Reminder: Sent to the customers before the due date to remind

them about their installment auto capture. Sent only if the customer has used an online

payment method and the auto capture facility is enabled for the payment method.

• Installment Auto Capture Failure: Sent to the customers if the auto capture of the

installment payment gets failed due to some reasons.


6. Product Specific Partial Payment Settings

The extension facilitates to set up Partial Payment facility based on specific products. Even if the

global configuration is set, if you have enabled Partial Payment for the particular products, it will

override the global settings with the product specific settings. To enable Partial Payment for the

particular products, go to Catalog → Products → Select a Product, find the Partial Payment

tab.

• Apply Partial Payment: Enable to apply Partial Payment on the selected product.

• Number of Installments: Enter the number of installments allowed to buy this product.

• Calculate Down Payment On: Select how you want to calculate the down payment amount

for this product.

o Fixed Amount: Charge the down payment in fixed amount.

o Percentage of Product Price: Charge the down payment in the percentage of the product

price.

• Down Payment Amount: Set the down payment amount to charge on the product

considering the above set calculation method.

• Calculate Partial Payment Fee in: Select how you want to calculate the Partial Payment fee

for this product.

o No: Select this option if you don’t want to charge the partial payment fee.

o On First Installment: Charge the partial payment fee amount on the first installment.

o On All Installments: Equally divide and charge partial payment fee on all installments.

• Fee Amount: Enter the Partial Payment fee amount to be charged while purchasing this

product considering the above set calculation method.


7. Partial Payment in Frontend Once you are done with Partial Payment configuration, you can see the facility enabled in the

frontend. • Partial Payment Selection

When you land on the product page, you can see the partial payment availability message and

a switch to avail the Partial Payment facility on your purchase. On selection of the

“Installments” option, you can see the installment payment calculation in the box along with

the terms and conditions.


• Partial Payment Credit Limit Overreach Message

If the customers’ account is already facilitated with the maximum credit limit for the partial

payment, they can see the partial payment credit limit overreach message on buying more

products with the partial payment facility.


• Partial Payment Calculation on Cart Page

After adding a product to cart, you can see down payment, amount to be paid later, tax

amount and Partial Payment fee calculated and charged on the order based on the extension

configuration.


• Partial Payment Calculation on Checkout Page

Move to the checkout page and you can see down payment, amount to be paid later, tax

amount and Partial Payment fee with the respective label.


• Installment Schedule Email to Customers

After the successful order placement, customers get installment schedule Email having the

details of the paid and remaining installments.


• Partial Payment Orders in My Account Section

After the successful order placement using the Partial Payment, all the partial payment orders

can be seen enlisted in customers’ My Account section in the frontend. The customer can click

“View Order” to view order and installment details.

• Installment Reminder Email

The customers get an installment reminder Email before few days of the installment

payment.


• Manage Installments

Customers can pay an installment by selecting it or pay multiple installments by selecting all

together using the checkbox. Select the payment method and click the button to proceed to

pay.


• Installment Payment Success Email to Customers

Once the installment payment is successful, customers get the installment payment success

Email.


8. Partial Payment Orders in Backend Once the order is placed successfully, the admin can see Partial Payment order details in a

separated grid in the Partial Payment → Manage Partial Payment Orders.

• Manage Installments from Backend

The admin can view order details and manage installments by clicking the order from the

Manage Partial Payment grid. For the payments made using the offline payment methods, the

admin gets the button to approve or disapprove payment. It is much needed when the

payment cheque is not received or the payment is not received using the bank transfer

method. Disapproval will Email the customers and update the status in the frontend for

customers to again make payments for the installments.


• Installment Disapproval Email to Customers

After the admin disapproves installment payment from the backend, the customers get

installment disapproval Email with the paid and pending installment details.


• Installment Payment Overdue Notice Email to Customers

If the customers fail to pay an installment on or before the due date, they get an overdue

notice Email.


• Changing Installment Date from Backend

The admin can change the installment payment date from the backend as and when required.

It is helpful when an installment payment is overdue and the admin wants to change the date

in order to give more time to the customers for the payment. From the manage installments

under the order view section, the admin can click Change button near the installment date to

change the installment date.


• Installment Approval Email to Customers

When the customer pay installment using an offline payment method and the admin

approves it from the backend, the customers get installment approval Email with the paid

and pending installment details.


9. Auto Capture Emails When the customer has chosen an online payment method (PayPal or Authorize.net) and if the

auto capture is enabled, the customers don’t have to pay installments by themselves but they get

auto captured on a regular interval. Just the customers get auto capture payment reminder

Email to remind about the installment payment and auto capture payment failure if failed.

• Auto Capture Reminder Email


• Auto Capture Installment Failure Email


10. Installment Payment from Backend Apart from the frontend by the customers, the admin can pay installments for customers orders

from the backend as well. Move to Manage Partial Payment Orders → View Order → Manage

Installments where you can find the installments listed. Check one or multiple installments and

select the payment method to finish the payment.

magento 2 partial payment pro user guide by meetanshi · • partial payment: enable or disable the...

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