RE: Applying a discount after checkout

Tom Whelton's Avatar

Tom Whelton

18 Sep, 2012 03:59 PM

I have reviewed the online support filed and not found an answer to this question.

Is there any way to edit an automated scheduled payment to apply a discount? I have a customer who has earned a referral bonus of $25 and wants it applied to her account. Her final two payments are scheduled for a future date and I want MA to charge her $25 less than before. Can the customer created future (eCheck/Auth.net) scheduled payments be edited by the Farm?

Thanks,

Tom Whelton

  1. Support Staff 1 Posted by Mike on 18 Sep, 2012 04:31 PM

    Mike's Avatar

    Hi Tom,

    Good to hear from you. To answer your question: No, once someone's gone through the checkout process and agreed to certain amounts of payment on certain days, those are set.

    What you'd have to do is, first make the adjustment on her invoice for the $25 credit, or however you do that to adjust her balance to show she has "overpaid" $25. Then, go and Suspend one of her payments at Member Assembler > Scheduled Payments > View Schedules. That should adjust her balance so that it shows that she owes the amount of the payment minus $25.

    Then, you could ask her to go and make that reduced payment by going to http://brookfordfarm.csasignup.com/members/pay
    on or around a certain day.

    Alternatively, you could log in to your Authorizenet account, find her payment/card info, and put a charge through. But I wouldn't recommend doing it that way as that interface isn't so easy to use and then you'd also have to log the payment manually in your SFC admin.

    Sorry there is a bit of rigamarole for this situation, but I hope you can see that it's a legal protection that upcoming payments can't be altered after someone has "signed off" on an amount. We have had discussions internally about rewriting the code to allow a lesser amount to be set but we haven't figured out all the logistics and legalities about that yet.

    Mike

  2. Mike closed this discussion on 18 Sep, 2012 04:31 PM.

  3. Brookford Farm re-opened this discussion on 18 Sep, 2012 06:39 PM

  4. 2 Posted by Brookford Farm on 18 Sep, 2012 06:39 PM

    Brookford Farm's Avatar

    Mike,

    Thanks for the quick answer. That makes perfect sense about protecting
    the payment. This is the very first time that we have done this so we
    will make an adjustment on our end. (Paper GC's)

    Sincerely,

    Tom Whelton
    Bookkeeper
    Brookford Farm

  5. Simon Huntley closed this discussion on 18 Sep, 2012 11:29 PM.

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