Partial Payments with Additional Registrations

Partial Payments with Additional Registrations explains how to manage partial payments on additional registrations.

Definitions

Complete is the status of a registration when it has progressed to the Confirmation page or has been marked Complete by a system user.
Primary Registration is the first registration in an order.
Additional Registration is a registration added to the order after the Primary Registration.
Confirmation Page is the page where registrations become finalized.
Balance Due is the remaining amount due on the form.

To mark a registration as Complete, the registration must be processed through the form to the Confirmation Page.
This includes additional registrations.
When partial payments are allowed, the form does not reach the Confirmation Page until the Balance Due is zero.
As a result, additional registrations will not be marked as Complete.

Option 1 is to manually mark additional registrations as Complete.
This is done by reviewing the registrations and deciding who should be marked as Complete and who should remain as Incomplete.
You can create a custom report.
You can group and sort by the Primary Registration field to group registrations together properly.

Option 2 is to separate the Payment page from the Registration Form.
Two forms will be available: one to add additional registrations, and one to process payments.
This separation would allow primary registrations to process through the Registration Form.
The process would continue to the Confirmation Page, making all registrations Complete.
Primary registrations would then process partial payments through a different form.
This approach would allow primary registrations to avoid going all the way through to the Confirmation Page without impacting the Complete status of the additional registrations.

Removing the Payment section will cause the Confirmation Page to send out emails to all registrations in the order, including both primary and additional registrations.
If this outcome is not desired, edit the Confirmation Page to not send out an email.
If needed, send the confirmation using a Logic Rule.
Have the logic condition include "Is primary = Yes" to single out the primary registration.

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