Discounts, Coupons, and more, Payment Management, Registration Options (Programs, Tickets, and More), Registration Periods and Sessions

Set a Deposit With One Further Payment

A deposit amount is often followed with one installment (the balance due).

When used: Many organizations use deposits to make it easier for their customers to commit to a program without paying for it all at once. This process is very similar to setting up installment payments. The same fields are used for setting up a deposit as for setting up an installment plan.

This is valid for Programs, Memberships, Facilities,

The basics: On the program/item, specify the installment deposit (or first payment). Then,set the Last Installment Due date. Cogran performs the calculation as follows : (UnitPrice – InstallmentDeposit)to set the amount due at checkout.

Example calculation:  ($1,000 unit price – $200 deposit) =  $200 due at checkout, $800 due at the date set on the event.

How to do it:

  1. Create a Registration Program (Registration Setup>Programs>Search>Create New).
    • On your new program, set the program type and price. (For more general instructions on program setup, click here)
    • Tab: Installments
    • Deposit: Set the deposit amount.
    • Number of Installments: 1 month.
  2. Create an registration period (Registration Setup>Registration Period>Search>Create New)
    • Fill out the form as usual for a registration period  with description/name, registration dates, and other criteria
    • Tab 2: Dates
    • Last Installment is Due on: The last installment will be billed on this date for programs with an installment program.  Note: Other fees and discounts apply to first installment only.

3. Save and done.

User Experience

When users register, the deposit option will appear as an option to the registrants. By checking the option, the installment plan will be activated. For users to view the payment plan options, they click “plan detail.” To make further payments, the users can log into their registration accounts. In the upper right hand corner, click Key Dates, Payments Due, Documents.


When the modal box appears, they can click Pay Online.

Payment Reminders

Remind your registrants that an installment payment is due.

  • Reports and Payments Due by End of Month
  • Search using due dates or by event (season).
  • A report loads
  • Verify that these are the names that fit the criteria you seek
  • Click the email icon
  • Load an email template if you have created one, or choose a blank template
  • Write/use an email including the link to your Cogran Front Page. The users will be able to log in to make the payment on their household account.

Tags: