Pike13 offers businesses the flexibility to accommodate clients with multiple payment preferences. Whether a client wants to split a payment between a credit card and cash, or combine different methods such as account credit and ACH, Pike13 allows staff to handle these transactions with ease. This option can help increase customer satisfaction by making payments more convenient and customizable.
Imagine a situation where a client purchases a high-value membership plan. They might want to use a combination of account credit and a credit card to complete the purchase. With Pike13, staff can manage this by splitting the total across both methods, ensuring the client doesn't face any inconvenience at checkout.
Steps to Split a Payment Between Payment Methods:
- Add the desired product (like a pass or plan) to the client's shopping cart by either selecting the Store tab and choosing the client or accessing the client’s profile and selecting the New Purchase button.
- After adding the item to the cart, select Secure Checkout.
- On the Check Out & Confirm page, follow these steps:
- Click Choose a payment method, and select the desired payment option (e.g., cash, credit card, check, etc.).
- If you choose a check, you'll be prompted to enter a transaction ID or check number.
- Click New Payment Method to add another form of payment (e.g., a different credit card or bank account), then enter the required details.
- Enter the amount to be paid using the first payment method. If it’s less than the total balance, click + Add another payment, and repeat the process with the second payment method.
- If needed, specify the details for any sales commission, the location of the sale, and whether to email a receipt to the client.
- Once the payments are processed, click Finish to complete the transaction.
For recurring payments tied to a membership or subscription plan, only the automatic payment method on file will be charged for future payments. If clients wish to split future payments, the plan must be set to manual payment, and staff will need to handle the split payment manually each month.
This flexibility not only simplifies your billing process but also makes it easier for clients to manage payments, offering a more personalized experience that caters to their needs.