Magento 2 Partial Payment

Magento 2 Partial Payment allows offering customizable payment plans and facilitates customers to pay in installments, layaway plans or EMI.

 

Table of Content

  1. Extension Installation Guide
  2. Configuration
  3. Payment Calculation Settings
  4. Email Settings
  5. Product Specific Partial Payment Settings
  6. Partial Payment in Frontend
  7. Product Specific Partial Payment Settings
     
  1. Extension Installation
  • 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 setup:upgrade
    • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
    • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy -f
    • php bin/magento cache:flush
  •  That’s it.

 

  1. Configuration
    To configure the extension, login 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.
  • Charge Shipping and Tax Amount: Select how you want to charge shipping and tax amount on order. Either you can charge on the down payment or equally divide into the installments.
  • Disable Guest Checkout on Partial Payment Orders: Select YES to disable guest checkout while placing orders using the Partial Payment facility.


  

 

  1. Payment Calculation Settings
    Here, you can find various settings for the Partial Payment calculation.
  • Payment Frequency: Select the frequency of the installment payments by the customers.
  • Down Payment Label: Set a custom label to show the down payment amount in the frontend.
  • Remaining Payment Label: Set a custom label to show the remaining amount in the frontend.
  • Charge Partial Payment Fee: Select the option to charge Partial Payment fee on orders.
  • Calculation Partial Payment Fee in: Select how you want to calculate and apply Partial Payment fee.
  • Fee Amount: Enter the amount of the fee to be calculated and charged.



 

  1. 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.


  

  1. 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 the Partial Payment on the selected product.
  • Partial Payment Fee: Enter the Partial Payment fee amount to be charged while purchasing this product using the Partial Payment.


  

  1. 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 Partial Payment checkbox to avail the Partial Payment facility on your purchase.


 

  • 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.


  

  • Partial Payment Details in My Account Section
    After the successful order placement using the Partial Payment, order details can be seen in My Account section in the frontend.


  

  • Installment Schedule Email to Customers
    After the successful order placement, customers get installment schedule Email having the details of the paid and remaining installments.


  

 

  • Manage Installments
    Customers can manage and pay installments by clicking View Order from the My Account section. Select the checkbox for installment you want to pay, select the payment method and click the button to proceed to pay.  


 

  • Installment Payment Success Message
    Immediately after the successful installment payment, customers get the success message and payment status get updated. For the offline payment methods, it is sent to the admin for the approval.  


 

  • Installment Payment Success Email to Customers
    Once the installment payment is successful, customers get the installment payment success Email.


 

  1. Partial Payment Orders in Backend
    Once the order is placed successfully, the admin can Partial Payment order details in a separated grid in the Partial Payment > Manage Partial Payment Orders.



 

  • Manage Installments from Backend
    The admin can manage order details and 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 the approve or disapprove payment. It is much needed when the cheque is not received or the payment is not received using the bank transfer method. Disapproval will 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.


  

  • Installment Approval Email to Customers
    When the admin approves installment payment from the backend for the offline payment methods, the customers get installment approval Email with the paid and pending installment details.