With WeTravel's payment plans, you can collect funds in parts, a minimum of 1 and a maximum of 18 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 set up for the payment plans happens per package and/or add-on in the Pricing tab of the "Trip Builder".

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

Now, set how many installments you want and the dates when these installments are due. Automatically the system will select monthly deposits of the same amount, but you can edit this to be any amount and any date you wish.

Select if you want to allow participants partial payments. You can do this by ticking the "Allow partial payment" checkbox. If this is checked, your client will be able to pay any amount when making a payment until a trip is fully paid.

If you'd like to enable auto-billing for this pricing package, please make a checkmark to "Enable auto-billing".

Auto-billing is only available for WeTravel Pro users. Learn more here.

And 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:

​

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 the due date of these cannot be changed.

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

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

Each package and each add-on has their 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 which costs $100 with a $20 deposit and 2 installments of $40

An add-on which 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​

Since the payment plans for the separate packages and add-ons are combined, if you change the amount of installments, it recalculates the amount per installment taking the total due amount in 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?
​
​How to set up a payment plan for the add-on options?
​