The online client shopping cart is very flexible when it comes to setting the ways that you want to collect payments. In this help topic, we will go over this in more detail. If you want to follow along and understand, it would be recommended that you have the Online Client open in one tab, and your admin open in another table, and in admin go to Settings > Online Client.

1. Enable Shopping Cart – If set to “yes” then your clients will be able to add items and checkout.
2. Use PayPal for Shopping Cart – Your customers will be able to checkout and pay using PayPal. Please note that you will need to add your paypal email and checkout URL at Settings > Payment Processors.
3. Allow Card Payments – Your customers will be able to use their credit or debit card to checkout. Please note that you will need to specify the processor in Settings > Payment Processors. (more info about Merchant Accounts)
4. Allow ACH Payments – If you have setup ACH to process transactions using bank accounts, you can turn this on here. Please note that you must get this feature turned on through your merchant account before it will work in DSM.
5. Allow Pay at Studio – If this is set to “yes”, then at checkout the client will have the option to check this box. Any classes that they added to the cart will go into “Waiting” status, so you will still need to take their money or manually change the status to “In Class”. Assuming you have a quite a few people signing up like this, a good strategy is to use the Outstanding Balance Report to see who owes money, and in this way you can collect money and complete the transaction at the studio.
6. Allow Partial Payments – Normally, when someone is checkout out with their card the payments are assigned to charges (ex. pay $10 toward a $10 class), and they can’t change the amount. However, if you set this feature to “yes”, then they will be allowed to edit the amount, or even make a payment of any amount toward their account. For bookkeeping purposes it is advised not to accept partial payments, but sometimes it can be useful, for example, someone might want to make a payment toward their costume in advance.
7. Allow Convenience Fee (or Sales Tax) – This is a fee that is added to the cart total at checkout as a percentage or a fixed amount. If you set a Charge Category to this fee, it will allow you to use the Category Summary Report to track revenue for this fee. And please note that under Settings > Categories > Charge Categories you can change the name of this fee to something else like “Sales Tax”. The Convenience Fee Checkbox for Charge is a box that can be checked or unchecked which in essence allows the customer to opt out of paying this charge. For example, maybe it is an “additional donation” at checkout.