Downpayment process in your offers

As many of you know we are able to accept the downpayment for an event through our web portal. In this tutorial, we will show you how to integrate this in your offer so your customer can the link in the offer to confirm his event.

Gather the required information for the downpayment

In order to set this up, we will need to have the following information and prepare your environment.

  1. Online payment facilitator ID.
  2. Online booking setup.
  3. Main email template for the offer.
  4. Project state ID when you want to send the link.

Configure the parameter

  1. Navigate to “Menu”->”Post Office”->”Template parameter”
  2. Create a new entry named “paymentlink”.
  3. The record type is “reservation”
  4. In the SQL field, you can paste the following statement.

    select coalesce((select first 1 ‘To ensure your spot in this exciting activity we require a downpayment which can be done by following this link.’
    where BLP.F_BLP_STATE = 1 and
    BLP.F_PM_ID = 24965 and
    exists(select null
    inner join T_BILL BL on BL.F_BL_ID = B2B.F_BL_ID
    where B2B.F_BLP_ID = BLP.F_BLP_ID and
    BL.F_PRJ_ID = @RECORDID)), ”) from rdb$database
  5. Adjust the green text to some descriptive text of how you want the link to look like
  6. Adjust the red text to the right ID’s
  7. Save your work.

Implement the parameter

Now that we have our work in this parameter you can add this in any part of any “offer/proposal” template. We implemented the whole text, including the HTML tags in the parameter to make sure the client does not see anything related to the downpayment whenever there is no payment required.

downpayment offer in the system


Practical usage notes for the downpayment

The setup is made so it takes the link of the first pending online payment. Meaning that if you want to ask for a second or any following payment the previous payment’s state has to change. This state can change by paying the requested amount or by manually changing it to another state.

Like this, you could also implement this link in the invoice and make a payment request for the outstanding amount.

To get information about how to create a payment request you can read this KB entry.



SMS-Timing and BMI Leisure are brands of B&MI NV. We offer an all-in-one reliable software suite, covering all aspects of your karting & entertainment business, including strategic advising, and marketing. We help you deliver fun, relaxing, and entertaining experiences to your visitors that will keep them coming back for more!

Our system includes a comprehensive POS system, CRM management, online booking & website shop for family entertainment centers all over the globe.

More information?

Check out our website: BMI Leisure and SMS-Timing

Need more help with this feature? Click here:  24/7 Support service

Check out other updated features here: devblogs 

Remember also to check our Marketing blogs for some inspiration! 

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