Stage 2 payment configuration

 

A Stage 2 payment can be configured to collect payment on entries which have already been submitted.

It is important you follow the order in which these need to be done:

Set up the price(s)

  1. Go to Settings > Payments > Prices
  2. Add New price with a relevant Title (For example, ‘Balance amount’ or ‘2nd stage fees’). This price name will show on the Entrants list view
  3. Type should be Tag
  4. In the field called Tags, type a tag name or select from an existing tag. Only entries with this tag will receive the notification to make the payment
  5. Add the amount and Save

Add more prices if more than one amount is required.

Set up Notification

  1. Go to Settings > Notifications
  2. Create a copy of the Entry submission notification. You can also create a new notification but a copy will give you content to work with
  3. Click on the copied notification, change the Trigger to Entry tagged
  4. Type in the same tag name as set up in the price section above
  5. Update the Subject line and the body copy with information about the payment. This notification is to inform the user to login and make the additional payment. You can retain some merge tags such as {account_name}, {first_name} and {entry_name}.

Communicate

  1. Go to Entries > Manage entries
  2. Click the box next to the entry/entries you want to send this payment information to
  3. Click the Tag button
  4. Type in the exact same tag as used in the price and notifications  

 

Important: The Entry tagged notification is triggered as soon as the tag is applied. This is why it is super important the notification and price are set up and finalised before the entries are tagged.

On the entrant view, a button will be displayed below the tagged entry. It will read 'Pay <price title>. Clicking this button will take them to the cart where they make the payment. An order is generated in the same way as the entry fee payment.

The notification can be used one at a time with different tags.