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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."
๐ 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 applicationsโyou 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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