As explained in this other article, Tripleseat users can add subsequent payments for their guests on a case-by-case basis. Folks can do this from the Payments tab on the event or booking in question by clicking “Add a Payment.”
However, if your venue has a standard payment plan and always requires a Second Installment, for instance, you can create a custom payment field for that in Tripleseat. Then, if you add it to the billing widget of your document template, said Second Installment will appear by default every time you create documents.
This article walks through how to add custom payment fields in Tripleseat. As a note, only a Customer Admin, the highest level user role, may complete this process in its entirety.
Create the Custom Payment Field
Begin by creating the custom field for the payment.
- Go to Settings > Custom Fields> New Event Category.
*If you have several custom payments and want all fields to group together on the details tab of the event in question, click ‘New Event Category.’ This will create a header under which all nested fields will appear. Set the category text as desired and click ‘Save.’
- Click ‘Add Field’ under the new category.
- Title that field as desired, set the ‘Field Type’ dropdown to ‘Dollar Amount,’ and check off which locations it should exist at. Click ‘Save.’
- Click Edit to the right of the new field you have just made. On the next page check off, ‘Create New Due Date field.’ Click ‘Update.’
Enable the Payment for your Group
For that new field to work like the Deposit field and calculate correctly, a Customer Admin needs to turn on the new payment for your site. They should follow the below steps.
Go to Settings> Payment Rules.
Check the box to the right of the new custom payment.
*Please note: The custom payment field will not work as expected if it is added to documents that were created before that field was enabled in Settings > Payment Rules. If you use that field on previously created docs, the amount you set will appear as a negative in the billing widget and will reduce the Grand Total before it is paid. This new payment should only be added to docs created after the payment gets enabled here in Settings> Payment Rules.
Update the Billing Widget in your Document Template
If you would like this new payment to appear by default on all new documents you create, you should also update your document template in Settings.
- Go to Settings> Docs> Contract & Event Order (Edit Template Content).
- Scroll to the billing widget. Click ‘Add a Field’ and select the name of the new payment from the dropdown.
- Click ‘Save Template’ in the upper left.
All new documents you create going forward will have that new payment line automatically.
Please note: If your team has the New Booking button in the upper right corner of your Tripleseat Site, when you create the custom field category and the field itself, perform the update from the Booking Fields tab in Settings> Custom Fields. Because you create documents and record payments on the booking level, the custom field will have to be created on the booking to work as you need it to.