With WeTravel's payment plans, you can collect funds in parts, a minimum of 1 and a maximum of 24 installments. You simply set the number of installments and the dates when the installments are due. Our system then sends automatic reminders to participants when an installment is due. You set up the payment plan once, and our system takes care of the rest.

This article will show you everything you need to know in three parts:

The payment plans are set up per package and/or add-on in the Packages tab of the "Trip Builder".

Click Yes to enable the Add Deposit/Payment Plan option:

Now, set the number of installments you want and the due dates. The system will automatically select monthly installments of the same amount, but you can edit this to be any amount and any date you wish.

After selecting the number of payments, dates and amounts, you will be able to choose which of the following you wish to enable:

This is a Basic feature, and can be enabled for any packages and add-ons.

Installment amounts are automatically adjusted if any scheduled payments are missed. The remaining balance (excluding the deposit) is redistributed across the upcoming installment dates.

Example: If a $1,000 plan with $100 deposit and three $300 installments has two past-due dates, we will put together the two past-due payments with the final payment.

During checkout the buyer will see one remaining installment of $900 due on the final payment date:

If all installment dates have passed, the buyer will see the full remaining balance due at checkout.

That’s it. You have now set up the payment plan for this package.

When you set up the payment plan for other packages, the system will automatically use the same dates and number of installments. However, you can change this manually.

Setting up payment plans for the add-ons works in the same way. You can find more information here: How to create an add-on and set up a payment plan for it?

Every time someone signs up for your trip, they will have the option to either pay according to the payment schedule, a partial amount if you've allowed partial payments, or pay in full right away:

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You can edit the following information either at the same time or each separately:

The deposit and upfront payment will always be due on the day of booking, and therefore, these due dates cannot be changed.

To edit a payment plan for individual participants, go to "My Trips" and click "Manage Trip". In the "Manage Trip" view, select "Manage Payment Plan" next to the participant's name and then Edit Plan:

Once you click "Save Plan", the payment plan is set, and the participant will automatically be emailed with their payment plan schedule. If you select the checkbox, you can include a personalized message to your participants with this automatic email:

Each package and each add-on has its own payment plan, but once they are booked, they will be combined into 1 plan. If the plans have the same dates, the amounts will be added together. If they have different dates, the payment plan total will have a larger number of installments.

For example:

A package that costs $100 with a $20 deposit and 2 installments of $40

An add-on that costs $50 with a $10 deposit and 2 installments of $20

If both the package and installments are set on the same dates, the combined payment plan will be as follows:

Deposit due at booking: $30

1st installment: $60

2nd installment $60

If the package and installments are set on different dates, the combined plan will be as follows:

Deposit due at booking $30

1st installment $40

2nd installment 20

3rd installment $40

4th installment $20​

We maintain the dates and amounts that have been set up on each individual plan

(package and add-on). At the moment of checkout, the amounts on the missed installments are added together and evenly divided over the remaining installments.

For example:

A package that costs $1000 with a $100 deposit and 3 installments of $300 with 2 installments past due

An add-on that costs $300 with a $50 deposit and 3 installments of $100 with 1 installment past due

If both the package and installments are set on the same dates, the combined payment plan will be as follows:

Deposit due at booking $150

Final installment of $1,200 due on December 31st

If the package and installments are set on different dates, the combined plan will be as follows:

Deposit due at booking $150

1st installment of $500 due December 18th

2nd and final installment of $700 due on December 31st

Since the payment plans for the separate packages and add-ons are combined, if you change the number of installments, the amount per installment is recalculated, taking the total due amount into consideration.

If you have a package and an add-on with different payment dates, the payment plan may look like this:

Deposit due at booking $30

1st installment $40

2nd installment 20

3rd installment $40

4th installment $20​

If you now select 3 installments, the payment plan will look like this:

Deposit due at booking $30

1st installment $40

2nd installment 40

3rd installment $40

If you were to set it back to 4 installments, it will now be divided as follows:

Deposit due at booking $30

1st installment $30

2nd installment $30

3rd installment $30

4th installment $30

If you would like to separate the payment plan for the different packages and add-ons again, you will have to do this manually after the first save.

Any package or add-on that does not have a payment plan will be set up under a separate line called Upfront Payment. Similar to the deposit, you can edit the amount, but not the date, since it will always be due at booking.

What automatic reminder emails does WeTravel send?

How can I change the payment plan?

Does WeTravel automatically deduct funds from my participant's account?

Is there any additional fee for using payment plans?

What if a participant misses a payment deadline?
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​How to set up a payment plan for the add-on options?
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Please contact us if you have any other questions. We will be happy to help!