Overview
This article explains how to configure payment settings on your Aryeo Order Forms. You’ll learn how to choose between full, partial, or no upfront payment options.
Before You Start: Set Up General Payment Preferences
Before adjusting order form-specific settings, make sure you first set up your general account payment settings here.
These account-level preferences will apply to how payments are handled after an order is submitted, especially in cases where partial or no upfront payment is required.
How to Enable Order Form Payment Settings
Go to the Order Forms section from your Dashboard.
Select an existing order form or create a new one.
Click Edit next to the order form.
Scroll down to the Payment Settings section.
Choose one of the available payment options.
Payment Options Available
You’ll see three payment options to choose from. These determine how payment is collected at the time the order is placed:
Require Full Payment Upfront
Clients must pay the full order total when submitting their order.
Great for businesses that prefer to collect payment before services are delivered.
Require Partial Payment Upfront
Clients are required to pay a set percentage of the total cost upon ordering.
The remaining balance can be collected later—typically on delivery—based on your account-wide settings.
Example: If you require 25% upfront, Aryeo will automatically calculate and collect that amount during checkout.
Allow Placing Orders Without Payment
Clients can submit an order without making a payment.
Payment is then collected after order fulfillment, based on your general account payment preferences.
Can I Add More Products to an Order Later?
If you update the order after it's been submitted (e.g., add new products), Aryeo will:
Automatically calculate and display the outstanding balance
Make the balance visible to the client once the order is marked as fulfilled
This ensures that clients are always aware of any remaining amount due—even if the order total changes after submission.
FAQ
Q: Can I set different payment rules for different order forms?
A: Yes! Each order form can have its own payment settings, allowing flexibility for different services or client types.
Q: What happens if I choose partial payment but add items later?
A: Aryeo will update the order total and show the remaining outstanding balance to the client once the order is fulfilled.
Q: Can clients pay after the appointment is complete?
A: Yes, if you choose partial or no upfront payment, the balance can be collected after delivery, based on your account-level payment settings.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!