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Payment Plans - How They Work & Setup
Payment Plans - How They Work & Setup

Put your participants on a payment schedule with our payment plan feature. Automate reminders to pay installments & outstanding balances.

Updated over a week ago

How payment plans work

With WeTravel's payment plans, you can collect funds for a booking in several 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: 

  1. Update a payment plan for a single participant who has already paid a deposit

  2. Set up a payment plan for the whole pricing package

  3. Payment Plan FAQs

1. Update a payment plan for one participant

Let's say you are organizing a trip for $2,000, and you have already collected a $1,000 deposit from a participant. Now, this participant wants to modify their payment plan.

To edit a payment plan for this participant, 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:

Please note the following information:

  • When selecting ''View payment plan'' you will see the settings for ''Allow partial payments'' and ''Enable auto-billing''.

  • When editing a payment plan, the prior information is saved; the amounts and dates will stay the same unless you specifically make a change.

  • You have the option to change only ''Allow partial payments'' or ''Enable auto-billing'' without changing the entire payment plan."

Next, define how many installments you want and when these installments are due.

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". Please note that auto-billing is only available for WeTravel Pro users. Learn more here.

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.

2. Set up a payment plan for the whole pricing package

If you would like to make a payment plan available to any participants that wish to pay in installments, you can do so in your "Trip Builder".

Just create a new trip, or go to "Edit Trip" of your existing trip and then go to the "Pricing" tab. 

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.

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". Please note that auto-billing (autobilling) is only available for WeTravel Pro users. Learn more here.


That's 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:

Please note that partial payments only apply to subsequent payments when a deposit is enabled. If no deposit is added, participants can pay a partial amount upon sign-up.

Note: This example shows a scenario where there is just one pricing package for the trip; however, if you would like to set up multiple packages and make payment plans available just for one or a subset of them, the set-up process is the same for each package. Some organizers choose to set up standard (non-payment plan) packages with certain pricing and charge a small premium for packages that permit payment in several installments. So, WeTravel gives you the flexibility to configure as many or as few payment plan-based packages as you like.

Payment Plan Requirements:

  • Installment due dates must be at least 7 days apart.

3. Payment Plan FAQ 

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