Conditional Payments for Application Fees and Deposits

Learn how to conditionally change payment options for application fees and deposits.

Ardis Kadiu avatar
Written by Ardis Kadiu
Updated over a week ago

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Overview of Conditional Payments

Applications on Element can use conditional logic to display different payment options for deposits or application fees. This flexibility is extremely useful for institutions that need to display different payment options for different application types. For example, using different payment processors for international applicants versus domestic or charging different fees for different types of applicants.

Getting Started with Conditional Payments

To set up a conditional payment, first, navigate to your payment rules via Applications > Applications > Application Settings and select "Payment Rules."

๐Ÿ“™ Note: Conditional payments must be created first, before adding to any application.

Create a new payment rule using the "+" button on this page.

From here you can customize the payment rule and choose to activate the new payment rule (or not) based on conditional logic.

Payment Rule Options

  • Name: The name of the payment rule

  • Description: A short description of the payment rule

  • Activate payment: Sets the payment rule to active

  • Payment methods: (Multiselect), choose Credit Card, Personal Check, or Waiver Codes. Please note that credit cards and waiver codes must be set up prior to creating a payment rule. Learn more about payments.

  • Account: An internal field displayed only to Element administrators to distinguish between payment types

From here you can set up the conditional logic of the payment rule using an "and/or" operator and choosing a user segment reference, user segment, or custom field as your condition.
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Adding a Conditional Payment to an Application

After you have created your payment rule with conditional logic, you can add this to multiple applications. This is a similar process to adding supplemental forms to applicationsโ€”you build the component first, then add it to the application in the application settings.

To add a conditional payment to an application for application fees, navigate to the specific application from Applications > Applications > All Applications.

From here select the specific application.

Edit your application payments by clicking the "edit" icon on the application and scrolling to your payment information.

Under "Payment Rules" you can select "Add Payment Rule" to add a conditional payment.

You can add multiple payment rules for each application. Please keep in mind the order of payment rules as the top-most payment rule is weighted to activate first, followed by subsequent rules below. You can also toggle if the fee (or waiver) is required to submit an application using the "Required to Submit" option.

Payment Rules for Deposits

You can add a conditional payment rule for a deposit in a similar way. Under "Deposit" select the specific deposit and configure your payment details.

Open up your list of payment rules by selecting "Add Payment Rule" to apply a conditional payment rule to deposits on the application.
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