In this guide we'll talk about handling partial payments in Event Espresso 4. This works best if you have an initial payment + a balance due. Here are some examples:
$250 deposit + $750 final payment
$500 deposit + $500 final payment
This idea uses two events: one to collect the initial deposit and one to collect the final payment.
Step 1 - Create an event for the initial payment
Using the event editor, create your event as normal. However, add some help text in various areas of the event.
For example, in the event name, add Deposit Only at the end like this:
My Summer Event - Deposit Only
Then also add another reminder in the event description (e.g. bold text with messaging that this event is for deposit only)
Step 2 - Duplicate the existing event and update for the final payment
Duplicate your original event and update the name, pricing, and other help messaging:
My Summer Event - Final Payment
Set this event to be published shortly before the deposit only event expires.
Step 3 - Use the batch email message type to send out notifications
Go to Event Espresso --> Messages. Then settings. Ensure that the newsletter message type is active by dragging it over to the right section of the screen. These steps enable the newsletter message type which was introduced last year in Event Espresso 4.
When you are ready to collect the finally payment, go to Event Espresso --> Events. Locate your Deposit only event and click on Registrations.
You'll now see a list of registrations. You can bulk select registrants/attendees or select just a few and then scroll down to the end of the page and click on the Email button.
A window will then popup. Select the global template and you'll see some information pre-filled.
You can remove that pre-filled information and add something like this:
Thanks again for registering and paying your deposit for My Summer Event. You can now pay the balance for this event by clicking the event below and completing registration checkout: http://example.com/events/my-summer-event-final-payment/