extension installation guide - magento...magento 2 partial payment user guide by meetanshi author...

Partial Payment for Magento 2 © Meetanshi.com

1. Extension Installation Guide

2. Configuration

3. Payment Calculation Settings

4. Email Settings

5. Product Specific Partial Payment Settings

6. Partial Payment in Frontend



1. Extension Installation • Extract the zip folder and upload our extension to the root of your Magento 2 directory via

FTP.

• Login to your SSH and run below commands step by step:

o php bin/magento setup:upgrade

o For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy

o For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy -f

o php bin/magento cache:flush

• That’s it.

2. Configuration To configure the extension, log in to Magento backend, move to Stores → Configuration →

Partial Payment where you can find various settings to configure the extension.

• Partial Payment: Enable or disable the Partial Payment extension.

• Allowed Customer Groups: Select the customer groups allow using Partial Payment

facility.

• Allowed Payment Methods: Select the payment methods with which Partial Payment is

allowed.

• Apply Partial Payment to: Select the scope of the Partial Payment extension.

• Charge Shipping and Tax Amount: Select how you want to charge shipping and tax

amount on order. Either you can charge on the down payment or equally divide into the

installments.

• Disable Guest Checkout on Partial Payment Orders: Select YES to disable guest checkout

while placing orders using the Partial Payment facility.


3. Payment Calculation Settings Here, you can find various settings for the Partial Payment calculation.

• Payment Frequency: Select the frequency of the installment payments by the customers.

• Down Payment Label: Set a custom label to show the down payment amount in the

frontend.

• Remaining Payment Label: Set a custom label to show the remaining amount in the

frontend.

• Charge Partial Payment Fee: Select the option to charge Partial Payment fee on orders.

• Calculation Partial Payment Fee in: Select how you want to calculate and apply Partial

Payment fee.

• Fee Amount: Enter the amount of the fee to be calculated and charged.

4. Email Settings

Here are the various settings of the Email notifications send to the customers using Partial

Payment. Select the template for each Email type, sender and enter comma separated Email

IDs to send the carbon copy of the Email.

• Installment Schedule Email: Sent to the customers after the order placement having the schedule of the installments.

• Installment Payment Confirmation Email: Sent to the customers after they

successfully finish the payment of an installment.

• Installment Approval Email: Sent to the customers after the admin approves

particular installment payment. (only for the offline payment methods)

• Installment Disapproval Email: Sent to the customers after the admin disapproves

particular installment payment. (only for the offline payment methods)

• Installment Overdue Notice Email: Sent to the customers if they miss the scheduled

installment payment date.



The extension facilitates to set up Partial Payment facility based on specific products. Even if

the global configuration is set, if you have enabled Partial Payment for the particular products,

it will override the global settings with the product specific settings. To enable Partial

Payment for the particular products, go to Catalog → Products → Select a Product, find the

Partial Payment tab.

• Apply Partial Payment: Enable to apply Partial Payment on the selected product.

• Partial Payment Fee: Enter the Partial Payment fee amount to be charged while

purchasing this product using the Partial Payment.


6. Partial Payment in Frontend Once you are done with Partial Payment configuration, you can see the facility enabled in the

frontend.

• Partial Payment Selection

When you land on the product page, you can see Partial Payment checkbox to avail the Partial

Payment facility on your purchase.


• Partial Payment Calculation on Cart Page

After adding a product to cart, you can see down payment, amount to be paid later, tax amount

and Partial Payment fee calculated and charged on the order based on the extension

configuration.


• Partial Payment Calculation on Checkout Page

Move to the checkout page and you can see down payment, amount to be paid later, tax amount

and Partial Payment fee with the respective label.


• Partial Payment Details in My Account Section

After the successful order placement using the Partial Payment, order details can be seen in My

Account section in the frontend.

• Installment Schedule Email to Customers

After the successful order placement, customers get installment schedule Email having the

details of the paid and remaining installments.


• Manage Installments

Customers can manage and pay installments by clicking View Order from the My Account

section. Select the checkbox for installment you want to pay, select the payment method and

click the button to proceed to pay.

• Installment Payment Success Message

Immediately after the successful installment payment, customers get the success

message and payment status get updated. For the offline payment methods, it is sent to

the admin for the approval.


• Installment Payment Success Email to Customers

Once the installment payment is successful, customers get the installment payment

success Email.


7. Partial Payment Orders in Backend Once the order is placed successfully, the admin can Partial Payment order details in a

separated grid in the Partial Payment → Manage Partial Payment Orders.

• Manage Installments from Backend

The admin can manage order details and installments by clicking the order from the Manage

Partial Payment grid. For the payments made using the offline payment methods, the admin

gets the button the approve or disapprove payment. It is much needed when the payment

cheque is not received or the payment is not received using the bank transfer method.

Disapproval will update the status in the frontend for customers to again make payments for

the installments.


• Installment Disapproval Email to Customers

After the admin disapproves installment payment from the backend, the customers get

installment disapproval Email with the paid and pending installment details.


• Installment Payment Overdue Notice Email to Customers

If the customers fail to pay an installment on or before the due date, they get an overdue notice

Email.


• Installment Approval Email to Customers When the admin approves installment payment from the backend for the offline payment

methods, the customers get installment approval Email with the paid and pending

installment details.

If you have any question about this extension, you can Contact Us, and we reply you back within a few

hours.

https://meetanshi.com/contacts/?utm_source=userguide&utm_medium=m2PartPayUG&utm_campaign=m2PartPayUG

extension installation guide - magento...magento 2 partial payment user guide by meetanshi author...

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