Magento 2 Partial Payment

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Extension Installation Guide
Configuration
Payment Calculation Settings
Email Settings
Product Specific Partial Payment Settings
Partial Payment in Frontend
Product Specific Partial Payment Settings
Partial Payment for Magento 2
© Meetanshi.com
1.
Extension Installation
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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.
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.
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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.
Partial Payment for Magento 2
© Meetanshi.com
3.
Payment Calculation Settings
Here, you can find various settings for the Partial Payment calculation.
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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.
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.
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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.
Partial Payment for Magento 2
© Meetanshi.com
Partial Payment for Magento 2
© Meetanshi.com
5.
Product Specific Partial Payment Settings
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.
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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.
Partial Payment for Magento 2
© Meetanshi.com
6.
Partial Payment in Frontend
Once you are done with Partial Payment configuration, you can see the facility enabled in the
frontend.
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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 for Magento 2
© Meetanshi.com
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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 for Magento 2
© Meetanshi.com
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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 for Magento 2
© Meetanshi.com
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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.
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Installment Schedule Email to Customers
After the successful order placement, customers get installment schedule Email having the
details of the paid and remaining installments.
Partial Payment for Magento 2
© Meetanshi.com
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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.
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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.
Partial Payment for Magento 2
© Meetanshi.com
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Installment Payment Success Email to Customers
Once the installment payment is successful, customers get the installment payment
success Email.
Partial Payment for Magento 2
© Meetanshi.com
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.
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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.
Partial Payment for Magento 2
© Meetanshi.com
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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.
Partial Payment for Magento 2
© Meetanshi.com
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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.
Partial Payment for Magento 2
© Meetanshi.com
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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.
Partial Payment for Magento 2
© Meetanshi.com
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