Set up a Party Type to collect a deposit at booking
Issue/Question
A client would like to pay a deposit now for a party and the remaining balance later. How can I set this up?
Resolution
Deposit requirements are set on the party type and apply to new bookings. Existing bookings can’t be updated to require a deposit.
To create a party type with a deposit due at booking:
- Go to Activities > Parties.
- Select Create > Type.
- Enter the Party Type details.
- In the Pricing section, enter the Total Party Fee and Deposit amount.
- Select Post Fee and Payment Due at Portal Booking  boxes (if you want the deposit posted and paid in the Parent Portal).
- Click Save Party Type.
⚙️ User Permissions may limit access to this feature or functionality.