Streamline Transactions with Flexible Partial Payment Options for Customers

Exciting news for small business owners! A new feature is coming to your CRM that will help you streamline transactions and improve customer satisfaction. Imagine making it easier for your customers to make purchases while managing payment flexibility. Let’s dive into the details!

📌 Why This Matters

Offering partial payments can significantly enhance your customer experience. By allowing clients to pay a deposit upfront, you can secure their bookings while also providing them with the convenience of paying the remainder later. This is especially valuable in service-based businesses where appointments are involved, such as salons or consultations.

✨ What’s New

• Flexible Payment Options: You can now collect partial payments during checkout using the updated Orders API. This makes it easier for customers to book services or make purchases without having to pay the full amount upfront.
• User-Friendly Interface: A “Collect Payment” button will appear on the Order Details page for orders that have received partial payment, enhancing your workflow and making transactions smoother.

🛠️ How to Use It

1. Step 1: When a customer books a service, such as a haircut worth $100, they can choose to pay a deposit (e.g., $20) to confirm their appointment.
2. Step 2: Once they arrive for their service, you can either charge their card on file or collect the remaining $80 manually, completing the transaction effortlessly.

💡 Pro Tip

Implementing partial payments can help secure appointments while also giving your customers the flexibility they need, leading to higher conversion rates and customer loyalty.