Introducing Partial Payments for Calendar

Introducing Partial Payments for Calendar

In our ongoing efforts to provide our users with the flexibility in managing their bookings, we’ve rolled out a fresh feature: Partial Payments for Calendar. This feature aids businesses that operate on a reservation basis, allowing them to secure bookings and grow by collecting a deposit upfront.

Highlight of the New Feature

Prior to this update, users were limited to accept full payments through our calendar booking service. However, with the introduction of the partial payments feature, users can now flexibly set a flat deposit amount or a percentage of the total booking cost to collect at the time of booking.

The remaining balance will be easily referenced in the Payments > Invoices tab, facilitating better financial tracking and follow-ups for your business.

It’s worth noting, when partial payments are enabled, two entries will materialize in the payments section. A ‘Transaction’ entry showing the initial deposit amount taken at the time of booking and an ‘Invoices’ entry indicating the pending amount to be collected from the booker. It’s important to remember that invoices will remain in draft status and users are required to manually collect the pending amount.

How to Supplement Your Business with this Feature?

Here are some steps to kickstart taking partial payments:

  1. Make sure you’ve integrated a payment gateway (Stripe / Authorize.net).
  2. Activate the “Accept payments” toggle under the Calendar Settings > Forms & Payments section.
  3. Specify the total amount and select your preferred currency.
  4. Tick the “Accept partial payment” checkbox.
  5. Choose to take a Flat Amount or a Percentage of the total as the deposit (the percentage is calculated based on the total amount).
  6. Optionally, you can add a description.
  7. Click on “Save”.

We hope this feature strengthens your payments strategy and ultimately leads to a fortified customer relationship. Remember, more flexibility for your customers means more business for you!

Partial payment calendar settings

Percentage based deposit

Flat deposit amount

Transaction and Invoice entries


In Case You Missed It

Make sure to check out our latest article to stay updated with all our current and upcoming features.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.