Magento 2 Partial Payment

1
Partial Payment for Magento 2 User Guide

• Table of Content
• Extension Installation Guide
• Configuration
• Payment Calculation Settings
• Payment Calculation Box Settings
• Email Settings
• Product Specific Partial Payment Settings
• Partial Payment in Frontend
• Partial Payment Orders in Backend
• Auto Capture Emails
• Installment Payment from Backend
• Partial Payment Revenue Report

Partial Payment Pro for Magento 2
Meetanshi
2

• Extension Installation
• For Magento Marketplace Customers
• 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/Par
  tialpro via FTP.
• Login to your SSH and run below commands step by
  step
• php bin/magento setupupgrade
• For Magento version 2.0.x to 2.1.x - php
  bin/magento setupstatic-contentdeploy
• For Magento version 2.2.x above - php
  bin/magento setupstatic-contentdeploy f
• php bin/magento cacheflush
• For Meetanshi Customers
• Extract the zip folder and upload our extension
  to the root of your Magento 2 directory via FTP.
• Login to your SSH and run below commands step by
  step
• php bin/magento setupupgrade
• For Magento version 2.0.x to 2.1.x - php
  bin/magento setupstatic-contentdeploy
• For Magento version 2.2.x above - php
  bin/magento setupstatic-contentdeploy f
• php bin/magento cacheflush
• Configuration
• To configure the extension, log in to Magento
  backend, move to Stores ? Configuration ?

Partial Payment Pro for Magento 2
Meetanshi
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• 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.

Partial Payment Pro for Magento 2
Meetanshi
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• Payment Calculation Settings
• Here, you can find various settings for the
  Partial Payment calculation.
• Partial Payment Plan Select one of the Partial
  Payment plans.
• 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.
• 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.
• Based on Days Select this option and add the
  number of days for the installment payment
  cycle.
• Weekly Select this option to set weekly
  installment payment cycle.
• Monthly Select this option to set monthly
  installment payment cycle.
• 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.
• Fixed Amount Charge the down payment in fixed
  amount.
• 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.

Partial Payment Pro for Magento 2
Meetanshi
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Partial Payment Pro for Magento 2
Meetanshi
6

• 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.

• 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)

Partial Payment Pro for Magento 2
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• 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.

Partial Payment Pro for Magento 2
Meetanshi
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Partial Payment Pro for Magento 2
Meetanshi
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• 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.
• Fixed Amount Charge the down payment in fixed
  amount.
• 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.
• No Select this option if you dont want to
  charge the partial payment fee.
• On First Installment Charge the partial payment
  fee amount on the first installment.
• 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.

Partial Payment Pro for Magento 2
Meetanshi
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• 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 Pro for Magento 2
Meetanshi
11

• 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 Pro for Magento 2
Meetanshi
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• 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 Pro for Magento 2
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• 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.

Partial Payment Pro for Magento 2
Meetanshi
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• Installment Schedule Email to Customers
• After the successful order placement, customers
  get installment schedule Email having the
  details of the paid and remaining installments.

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• 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.

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• 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.

Partial Payment Pro for Magento 2
Meetanshi
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• Installment Payment Success Email to Customers
• Once the installment payment is successful,
  customers get the installment payment success
  Email.

Partial Payment Pro for Magento 2
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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.

Partial Payment Pro for Magento 2
Meetanshi
19

• 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.

Partial Payment Pro for Magento 2
Meetanshi
20

• 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.

Partial Payment Pro for Magento 2
Meetanshi
21

• 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.

Partial Payment Pro for Magento 2
Meetanshi
22

• 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.

Partial Payment Pro for Magento 2
Meetanshi
23

• 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 dont 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

Partial Payment Pro for Magento 2
Meetanshi
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• Auto Capture Installment Failure Email

Partial Payment Pro for Magento 2
Meetanshi
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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.
Partial Payment Pro for Magento 2
Meetanshi
26
11. Partial Payment Revenue Report The extension
provides a detailed report on the revenue
generated from the Partial Payment orders. Move
to the Partial Payment ? Revenue Report, select
the period and enter the date range for which
you want to get the report. You can also export
the report in CSV or XML format. 12.
Partial Payment Pro for Magento 2
Meetanshi