Purchasing Products with Installment Billing Enabled

Membership or exhibit products that have had installment billing enabled can be purchased in both iWeb and eWeb. Subscriptions that have installment billing enabled can also be purchased in iWeb and eWeb.

Purchasing Products with Installment Billing Enabled in iWeb

1. Following the steps outlined in the Going Shopping help topic, locate and purchase a membership, exhibit, or subscription.
   If the product you select has installment billing enabled, you will see the number of installments that have been set up for that product.

2. Continue through the purchase process.
3. Enter Payment Information for the order.

During the checkout process the installment amount will be listed in the Payment Amount field. Customers have the option to pay the order in full by selecting the Pay in Full check box.

4. Click the Next button. This will launch the Order Details page.
5. If taxes or shipping charges apply to this order, they will be evenly divided among the installments.
6. Click the Submit Order button located on the Order Details page.

This will complete the order and generate the first installment for this order.

The installment dates for a product with this feature enabled will begin on the date of the original order. After the initial installment, the date will be dependent on the frequency set for that product. You must manually generate the next installment from the invoice.

Purchasing Products with Installment Billing Enabled in eWeb

Products with installment billing enabled can also be purchased on eWeb.

1. Follow the steps outlined in the Purchasing Merchandise or Subscriptions Online help topic to locate and select a membership, exhibit, or subscription for purchase.
   If the product you select has installment billing enabled, you will see the number of installments that have been set up for that product.

2. Click Add to Cart to add the product to your cart, and proceed through the checkout process.
3. On the Payment Information page, Complete the information required on the Payment Information page.
   The Payment Information page displays the order details. The Order Summary box displays the cost of the product just purchased and the cost of any open orders/invoices that were added to this order (if any). It also details the Installment Amount Due if this product has been set up for installment billing.

The installments applied to this order will not apply to the amounts added to this order (if any). The installments only apply to the cost of the product that had installment billing enabled.

4. By default, the Pay Installment Amount check box is not checked. Leaving this box unchecked will charge the purchaser the full amount (the Pay in Full amount in the Order Summary box). An invoice is generated for Accounts Receivable for the full amount of the payment.
5. Checking the Pay Installment Amount check box will charge the Installment Amount Due shown in the Order Summary box. An order is generated and, when any order installment is paid, then entire amount due (in the example above, $70.00) is charged to Accounts Receivable at that time.
6. Click Next. This will open the Order Details page that outlines the specifics of this order (such as cost, billing address, and so-forth.)
7. Click the Submit Order button on the Order Details page. The order has been submitted and the first installment generated.
   The installment due will be detailed on eWeb under My Transactions as well when paying an open order. Note that the Total due is shown as well.