Fees are not added to the cart when Installment Billing is selected
RecTrac 3.1.10.17.02
Table of Contents
Problem
I have three fees that are supposed to charge when a customer chooses Installment Billing: the recurring monthly payment, the first-month fee, and the registration fee. Only the recurring monthly payment is added to the cart. How do I get the other two fees to add to the cart?
Solution
Fees will be assigned based on the Installment Billing Settings on the Fee.
Steps For Solution
- From the RecTrac main menu, navigate to the management screen of the item with fee issues.
- Highlight the item from the DataGrid.
- Click Change.
- Click Fees.
- Highlight a fee that isn't added to the cart from the DataGrid.
- Click Change > Advanced Fee Change.
- Expand the Installment Billing Settings group.
- Locate the Installment Billing Option field.
- Registration Fees that charge whether Pay In Full or Installment Billing options are selected, should have this field set to Always Charge.
- Fees that charge only during Installment Billing should have this field set to an Installment Billing Template.
- Click Save to save the Fee.
- Repeat steps 5 - 9 for the third fee.
- Click Save to save the item record.
Reopen Global Sales and add this item to the cart selecting installment billing. These three fees should now be attached to the item in the cart. You can verify this by highlighting the item in the cart and clicking Cart Options > Update Fees From Cart.