Process orders for members who opt to pay later

Students can opt to pay later for their membership to have access to your course contents, discussions, classes, and events. We’ll help you how you can record this transaction on your account.

This payment setup is an internal negotiation between you and the student. You can send them an agreement about your terms before you give them access and be an attendee of your course. Nonetheless, this provides convenience for them, especially if they have an issue with their bank and the student is a valuable customer that you already trust.

We’ll help you how you can record this payment setup on your account.

Step 1: Start processing the order

There are multiple ways to process an order. A shopping cart 🛒 icon is available across some pages on your Wajooba account to direct you to the Store. Here's what you need to do to start processing payments.

If you used the shopping cart feature from the Courses, Classes, and Events menu, the member and the course should already be selected. Otherwise, double-check and follow these steps.

Go to Store.
Using the search box, find your student’s name, email address, or phone number.

💡 If their name didn’t show up, select Add New Client to add them to your contacts.
Select the course they want to register for.

Step 2: Add the membership to cart

Double-check the right panel to see if you’re selecting the correct course.
Select Add to Cart on the membership your member wants to register for.
Review the membership plan details, then select Add to Cart.

One-time payments	Recurring payments
Price: Double check the price or amount of the pricing option. If there has been an update on the pricing, you can quickly change and enter the amount in this field. Sessions: Check the number of sessions your student is registering for. If the pricing has unlimited sessions, this field won’t show up. Membership End Date: This shows the date of the membership validity. After the date, the student will no longer have access to the course, unless they renew. Total: This shows the total amount they’ll pay, not including the taxes and credit card fees.	Membership End Date: This shows the date of the membership validity. After the date, the student will no longer have access to the course, unless they renew. Subscription: This the amount they’ll pay based on the billing frequency of the pricing: weekly, monthly, quarterly, half yearly, or yearly. You can change the value in the field when there’s a recent price increase or whenever necessary. Subscription Billing Starts: This indicates the date when the billing will start and what day of each month the student will be billed. Subscription Billing Ends: This indicates when the subscription will end. Depending on the pricing’s settings, the subscription may end after a specific number of billing cycles or upon the student’s request. Registration Fees: This shows the amount the student will pay for registration. Total: This shows the total amount they’ll pay, not including the taxes and credit card fees.

One-time payments

Recurring payments

Price: Double check the price or amount of the pricing option. If there has been an update on the pricing, you can quickly change and enter the amount in this field.
Sessions: Check the number of sessions your student is registering for. If the pricing has unlimited sessions, this field won’t show up.
Membership End Date: This shows the date of the membership validity. After the date, the student will no longer have access to the course, unless they renew.
Total: This shows the total amount they’ll pay, not including the taxes and credit card fees.

Membership End Date: This shows the date of the membership validity. After the date, the student will no longer have access to the course, unless they renew.
Subscription: This the amount they’ll pay based on the billing frequency of the pricing: weekly, monthly, quarterly, half yearly, or yearly. You can change the value in the field when there’s a recent price increase or whenever necessary.
Subscription Billing Starts: This indicates the date when the billing will start and what day of each month the student will be billed.
Subscription Billing Ends: This indicates when the subscription will end. Depending on the pricing’s settings, the subscription may end after a specific number of billing cycles or upon the student’s request.
Registration Fees: This shows the amount the student will pay for registration.
Total: This shows the total amount they’ll pay, not including the taxes and credit card fees.

Step 3: (Optional) Add more items and apply offers

💡 Currently, you can process payments for one membership only at a time. We’re currently working on it, so you can add another membership for a separate course and use the Add item feature.

You should see your member's order summary on the right part of the page. It should show you the total amount they'll pay along with the taxes and credit card fees.

If your organization currently has a promotion or discounts, you can enter the offer code in its designated field, then select Apply. The discount amount should also be displayed in the order summary.

Step 4: Process the order

Follow these steps.

Check the amount of order you'll process. Make sure that it's showing the full amount for the membership, ticket, or product.
Select the Mark invoice as pending. Member will pay later checkbox.

💡 This checkbox is very important. Otherwise, the invoice will be marked as completed and will be assumed as paid.
Select Checkout.

You'll see the invoice after processing their order. Your student should also receive a copy of the invoice in their email.

The status of the invoice as Pending Confirmation when you go to the Invoices menu. To process their payments, learn how to receive late and partial payments.

Created by: Paul Romuel Danila