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Product Name: Partial Payment Version: 3.5.0 Document Type: Help doc Author: Indies Services https://www.indiesinc.com/magento-extensions/partial-payment.html Table of Content 1. 2. 3. 4. 5. 6. 7. 8. Installation and Uninstallation Guide 1.1. How to install the extension 1.1.1. What are the system requirements? 1.1.2. What are the steps to follow while installing the extension 1.2. Uninstallation and urgent deactivation 1.2.1. How to uninstall/deactivate the extension 1.2.2. How to deactivate the extension in case of emergency? General configuration 2.1. How to configure the extension 2.1.1. License and Status 2.1.2. General Settings Managing Configuration Setting and Effect on frontend 3.1. How to replace the existing “Partial Payment” label on front-end? 3.2. How to capture the installments automatically? 3.3. How many ways can Partial Payment be applied on? 3.3.1. How to configure Partial Payment facility for the selected product only? 3.3.2. How to configure Partial Payment facility for the whole cart? 3.4. How to set installment, layaway plan 3.5. How to make Partial Payment optional / Mandatory for buyer 3.6. How to make necessary calculation settings on installments 3.6.1. How to set surcharges 3.7. How to set pre-order discount settings? 3.8. How to select Partial Payment only for Target Customers? 3.8.1. How to set credit limit Email Settings 4.1. How to send Email for stock availability? 4.2. How to send order confirmation Email? 4.3. How to send installment remainder Email? 4.4. How to send installment confirmation Email? Installment history 5.1. How store admin can track installment history of partially paid orders 5.2. How Store Admin can pay installments from back-end 5.3. How customers can track partially paid orders Troubleshooting Support and Feedback FAQ (Frequently Asked Questions) www.indiesinc.com 2 1) Installation and Uninstallation Guide 1.1) How to install the extension? 1.1.1) what are the system requirements? - An E-commerce store created using Magento - Compatibility: Magento CE 1.4.2 - 1.9.x, EE 1.8.x - 1.14.x 1.1.2) What are the steps to follow while installing the extension - Get Partial payment module from Indies’ E-commerce store: https://www.indiesinc.com/magento-extensions/partial-payment.html - Unzip the module and copy the folder structure. Store installation should contain a folder structure like this: -- root/magento/app -- root/magento/js -- root/magento/skin - Partial payment module contains a similar folder structure so Admin just have to copy the module’s folders and upload them on their server - Go to the administration area of the store. Log in and go to System → Configuration. - Look for “Partial payment” option under the “INDIES SERVICES” tab on the left hand side of configuration. If you find it, then the module is installed successfully. 1.2) Uninstallation and urgent deactivation 1.2.1) How to uninstall/deactivate the extension - Delete files and folders •app/code/local/Indies/Credit •app/code/local/Indies/Deposit •app/code/local/Indies/Fee •app/code/local/Indies/Outstockdiscount •app/code/local/Indies/Partialpayment •app/code/local/Indies/Partialpaymentadmin •app/code/local/Indies/Partialsubscription •app/design/adminhtml/default/default/layout/deposit.xml •app/design/adminhtml/default/default/layout/fee.xml •app/design/adminhtml/default/default/layout/outstockdiscount.xml •app/design/adminhtml/default/default/layout/partialpayment.xml •app/design/adminhtml/default/default/layout/partialpaymentadmin.xml •app/design/adminhtml/default/default/template/deposit •app/design/adminhtml/default/default/template/fee •app/design/adminhtml/default/default/template/outstockdiscount •app/design/adminhtml/default/default/template/partialpaymentadmin •app/design/frontend/default/default/layout/deposit.xml www.indiesinc.com 3 •app/design/frontend/default/default/layout/fee.xml •app/design/frontend/default/default/layout/outstockdiscount.xml •app/design/frontend/default/default/layout/partialpayment.xml •app/design/frontend/default/default/template/partialpayment •app/etc/modules/Indies_credit.xml •app/etc/modules/Indies_Deposit.xml •app/etc/modules/Indies_Fee.xml •app/etc/modules/Indies_OutstockDiscount.xml •app/etc/modules/Indies_Partialpayment.xml •app/etc/modules/Indies_Partialpaymentadmin.xml •app/etc/modules/Indies_Partialsubscription.xml •Js/indies •Js/mage •Js/varien •Skin/frontend/base/default/js/bundle.js •Skin/frontend/default/default/partialpayment •app/code/local/Indies/Support •app/etc/modules/Indies_Support.xml - Go to Admin System Cache Management Flush Magento Cache to flush out the cache 1.2.2) How to deactivate the extension in case of emergency? - Make sure to upload all the files from the package. Then replace <active>true</active> with <active>false</active> in the following file: o app/etc/modules/Indies_credit.xml o app/etc/modules/Indies_Deposit.xml o app/etc/modules/Indies_Fee.xml o app/etc/modules/Indies_OutstockDiscount.xml o app/etc/modules/Indies_Partialpayment.xml o app/etc/modules/Indies_Partialpaymentadmin.xml o app/etc/modules/Indies_Partialsubscription.xml - Refresh the cache from admin panel and if something goes wrong, please submit a Support Ticket to https://indiesinc.com/support - If you find something wrong, but still needs to access the Admin Panel, Go to System → Cache Management and flush Cache Storage even if it’s off. - If unable to access the Admin Panel, delete all the content manually, resided under the following folders of Magento root. -- var/cache/* -- var/session/* 2) General configuration 2.1) How to configure the extension - After successfully installing Partial Payment module follow these steps to configure it in store. - Open Magento Partial Payment extension settings page from, System Configuration www.indiesinc.com 4 Configuration field in detail: 2.1.1) License and Status License and status Field Name Serial Key Status Description Enter the serial key given by Indies Enable/disable the extension Input Value Alpha numeric value Select from Drop down list. Possible values: - Enable - Disable 2.1.2) General Settings General Settings Field Name Partial Payment Brand label Capture installments automatically Apply Partial Payment to www.indiesinc.com Description Enter the text you want to have in front-end Enable/disable to capture payments automatically Select products to apply partial payment on Input Value Text box Select from Drop down list. Possible values: - Yes - No Select from Drop down list. Possible values: - All Products - Selected Products only - Pre Order Products Only - Whole Cart 5 Partial Payment options Choose installment options Partial payment option for buyer Enable/Disable the partial payment display option Select from Drop down list. Possible values: - 2 installments only - Fixed installments - Flexy payments Select from Drown down list. Possible values: - Yes - No 3) Managing Configuration settings and Effect on frontend 3.1) How to replace the existing “partial payment” label on front-end? - Partial Payment allows store owner to change the label on front-end - Replace the existing label with the store’s personal branding words like “A layaway plan”, “Installment facility” etc. - Open Magento Partial Payment extension settings page from, System Configuration General Settings. - Enter the “branding words” for the label “Partial Payment Brand Label” that needs to be displayed on front-end. 3.2) How to capture the installments automatically? - Make necessary settings and enable partial payment to capture the installments automatically from the customer’s credit cards. - Open Magento Partial Payment extension settings page from, System Configuration General Settings. - Choosing option “yes” for the label “Capture Installments automatically” will enable the functionality and choosing option “No” will disable the same. www.indiesinc.com 6 3.3) How many ways can partial payment be applied on? - Partial payment extension can be applied on: All products Specific products Out of stock products Whole cart - Open Magento Partial Payment extension settings page from, System Configuration General Settings. - Selecting “all products”, “Selected products only”, “pre order products only” will enable partial payment facility on respective product and will show front-end as normal partial payment mode. For ref., refer fig. 3.3.1) How to configure partial payment facility for the selected product only? - Go to System → Configuration, click on “General Settings”. Select “Selected Products Only” option for “Apply Deposit Payment to”. - After selecting the option, enable Deposit Payment manually for the products you want. - Select the product from Catalog → Manage Products, click on edit and go to Prices tab, find the option “Allow Partial Payment” and set it with “Yes” option. www.indiesinc.com 7 3.3.2) How to configure partial payment facility for whole cart? - Open Magento Partial Payment extension settings page from, System Configuration General Settings. - Select “whole cart” option for the label “apply partial payment to” For ref. refer fig. - Selecting whole cart option will enable partial payment facility over the cart. www.indiesinc.com 8 Configuration field in detail: General Settings Field Name Partial Payment Brand label Capture installments automatically Description Enter the text you want to have on front-end Enable/disable to capture payments automatically Apply Partial Payment to Select products to apply partial payment on Partial Payment options Choose installment options Partial payment optional for buyer Enable/Disable the partial payment display option Discount calculation options When to deduct the discounts Shipping and Tax calculation options Select shipping charges calculation options Minimum Order amount Set minimum order amount to apply partial payment Input Value Text box Select from Drop down list. Possible values: - Yes - No Select from Drop down list. Possible values: - All Products - Selected Products only - Pre Order Products Only - Whole Cart Select from Drop down list. Possible values: - 2 installments only - Fixed installments - Flexy payments Select from Drown down list. Possible values: - Yes - No Select from Drop down list. Possible values: - Discount will be deducted from first installment - Discount distributed equally in all installments Select from Drop down list. Possible values: - Shipping and Tax will be charged in first installment - Shipping and Tax distributed equally in all installments Numeric value 3.4 How to set installment, layaway plan? - Open Magento Partial Payment extension settings page from, System Configuration General Settings. When “2 installments only” option gets selected: www.indiesinc.com 9 When “Fixed Installments” option gets selected: www.indiesinc.com 10 When “Flexy Payments” option gets selected: 3.5 How to make partial payment optional for buyer? - Open Magento Partial Payment extension settings page from, System Configuration General Settings. - Selecting “yes” will make partial payment optional for buyer and selecting “no” will make partial payment mandatory for buyers. 3.6) How to make necessary calculation settings on installments? - Open Magento Partial Payment extension settings page from, System Configuration Partial Payment Calculation Settings. www.indiesinc.com 11 Configuration field in detail: Partial Payment Calculation Settings Field Name Description Calculate Installments on Calculate installment, a down payment amount in percentage or as fixed value Down payment Payment Plan Surcharge options Input Value Drop down list. Possible values: - Fixed Amount Value - Percentage Value Numeric value Enter the down payment amount value to be computed as a fixed or in % over raw amount Select the layaway plan, i.e. Gaps Select from Drop down list. between 2 consecutive Possible values: installments - Monthly - Weekly - Days Option to apply surcharge over Select from Drop down list. installments Possible values: - No Surcharge - Single Surcharge - Multiple Surcharge 3.6.1) How to set Surcharges? - Open Magento Partial Payment extension settings page from, System Configuration Partial Payment Calculation Settings. - Choose any one option from “Surcharge Options” label. For ref., refer fig. - When store admin chooses “No Surcharge” option: www.indiesinc.com 12 - When store admin chooses “Single Surcharge” option: www.indiesinc.com 13 Configuration field in detail: Partial Payment Calculation Settings Field Name Description Calculate Installments on Calculate installment, a down payment amount in percentage or as fixed value Down payment Payment Plan Surcharge options Calculate Surcharge on Surcharge value Input Value Drop down list. Possible values: - Fixed Amount Value - Percentage Value Numeric value Enter the down payment amount value to be computed as a fixed or in % over raw amount Select the layaway plan, i.e. Gaps Select from Drop down list. between 2 consecutive Possible values: installments - Monthly - Weekly - Days Option to apply surcharge over Select from Drop down list. installments Possible values: - No Surcharge - Single Surcharge - Multiple Surcharge Calculate Surcharge as fixed or in Drop down list. Possible percentage values: - Fixed Amount Value - Percentage Value Enter the Surcharge amount value Numeric Value to be computed as a fixed or in % over raw amount - When Store Admin chooses “Multiple surcharge” option: www.indiesinc.com 14 3.7) How to set Pre-order discount settings? - Open Magento Partial Payment extension settings page from, System Configuration Pre Order Discount Settings. Configuration field in detail: Pre Order Discount Settings Field Name Description Calculate Pre Order Calculate pre-order discount in Discount On percentage or as fixed value Pre Order Discount www.indiesinc.com Enter the pre-order amount value to be computed as a fixed or in % over raw amount Input Value Drop down list. Possible values: - Fixed Amount Value - Percentage Value Numeric value 15 3.8) How to select partial payment only for target customers? - Open Magento Partial Payment extension settings page from, System Configuration Allow Partial payment to Specific Customer Groups. All Partial Payment to Specific Customer Groups Field Name Description Partial Payment Select customers to whom partial Available to payment be made available Default Credit amount Credit limit exceeded message Enter maximum credit amount Enter message to display when customer exceeds the credit limit Input Value Drop down list. Possible values: - All Customers including Guest - Registered customers only - Specific Customer groups only Numeric value Text box When admin selects “Registered Customers only” option: www.indiesinc.com 16 3.8.1 How to set credit limit? - Open Magento Partial Payment extension settings page from, System Configuration Allow Partial payment to Specific Customer Groups. - Below figure shows that credit limit of 50 is set for “Specific Customer groups only”. This means that purchase order exceeding the min. set amount will not be entertained and will display “Credit limit exceeded” message. 4) Email Settings 4.1) How to send E-mail for stock availability? - Open Magento Partial Payment extension settings page from, System Configuration Stock Availability Email Settings. www.indiesinc.com 17 Stock Availability Email settings Field Name Description Send Stock Availability Email Whether to send E-mail when the stock is available Stock Availability Email Sender Choose the Sender type Stock Availability Email Template Select the E-mail Template Input Value Drop down list. Possible values: - Yes - No Drop down list. Possible values: - General Contact - Sales Representative - Customer Support - Custom Email 1 - Custom Email 2 Drop down list. Possible values: - Partial Payment Stock Availability 4.2) How to send order confirmation Email? - Open Magento Partial Payment extension settings page from, System Configuration Partial Payment Order Confirmation Email. Partial Payment Order Confirmation Email Field Name Description Order Confirmation Sender Select the sender of order confirmation mail Order Confirmation Template Select the E-mail Template Send Order Confirmation CC to Send carbon copy of order confirmation mail www.indiesinc.com Input Value Drop down list. Possible values: - General Contact - Sales Representative - Customer Support - Custom Email 1 - Custom Email 2 Drop down list. Possible values: - Partial Payment order Confirmation Text box 18 4.3) How to send installment remainder Email? - Open Magento Partial Payment extension settings page from, System Configuration Partial Payment Installment Remainder Email. Configuration field in detail: Partial Payment Installment Remainder Email Field Name Description Send Installment Remainder Whether to send installment Email remainder Email or not? Remainder Email Sender Choose Sender for the installment remainder mail Remainder Email Template Choose mail template Remainder Email CC to Send Carbon copy of the installment remainder mail www.indiesinc.com Input Value Drop down list. Possible values: - Yes - No Drop down list. Possible values: - General Contact - Sales Representative - Customer Support - Custom Email 1 - Custom Email 2 Drop down list. Possible values: - Partial Payment Installment Remainder Text box 19 4.4) How to send installment confirmation Email? - Open Magento Partial Payment extension settings page from, System Configuration Partial Payment Installment Confirmation Email. Configuration field in detail: Partial Payment Installment Confirmation Email Field Name Description Installment Confirmation Choose the sender of Sender installment Confirmation Email Installment Confirmation Template Select mail template Send Installment Confirmation CC to Failed installment Confirmation Template Send Carbon Copy of installment confirmation mail Choose mail template that needs to be sent to the customers who have failed to pay installments on time Input Value Drop down list. Possible values: - General Contact - Sales Representative - Customer Support - Custom Email 1 - Custom Email 2 Drop down list. Possible values: - Partial Payment Installment Confirmation Text box Drop down list. Possible values: - Failed Partial Payment Installment Configuration Important note: To automate the process of Auto installment capturing facility, Auto Emails and acknowledgments on a regular interval, you need to setup cron.php file on a cron job. The cron must be executed twice in a day. To know how to setup such feature, please refer this link. https://www.youtube.com/watch?v=ZAbefcWLxrw www.indiesinc.com 20 5) Installment History 5.1) how store admin can track installment history of partially paid orders? - Open Magento Partial Payment extension settings page from, Partial Payment Partially Paid Orders. - Clicking on partially paid Orders, redirects Store Admin to the “orders placed” list - Click on “edit” link which is adjacent to the concerned order, redirects store Admin to view complete details of the partially paid orders. www.indiesinc.com 21 5.2) How Store Admin can create new orders from back-end? - Store Admin can pay the installment amount and track installment history from back-end itself - Go to Partial payment order page from Sales Orders - Admin can keep a track on the existing order and can even create a new order from back-end. - Clicking on selected order redirects store Admin to its respective customer page - Clicking customer from the list redirects Admin to select the desired store for which order is to be made www.indiesinc.com 22 - Select the store for which order is to be made. - Thus, Admin can fill the necessary details required and create the order, as shown below. www.indiesinc.com 23 5.3) How customers can track orders? - Customer needs to login with the store. - Once logged in, customer can click on the “Partial Payment” link, available at the left most side of the window. - Clicking on “view|pay” link will enable customer to view/pay installments. www.indiesinc.com 24 6) Troubleshooting - If the extension does not shows up at System Configuration INDIES SERVICES Try the following: Clear your cache Log out of your administration area and log in again - For more details or queries, check our Knowledge Base 7) Support and Feedback Get exclusive support and contact us easily from your store itself by support and feedback tab. You can have details of installed Indies’ extension list and their version. You can share feedback and ideas with us. Have a look at below screenshot. www.indiesinc.com 25 8) FAQ (Frequently Asked Questions) 8.1 How installing partial payment escalates sales of the store? - Partial Payment lets customers pay the down payment (first installment) for the purchase order and allow to pay the rest of the amount by installments. - This helps users to make a purchase even if they are falling short in matter of price, - Hence, more orders can be accomplished through Partial Payment installment which overall escalates the sales for the store. www.indiesinc.com 26
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