Contract Settings

When a customer opens a payment plan, they are required to select a checkbox and type their name in a text box in order to confirm agreement with the terms of the contract.

The contract states the exact payment amounts with their scheduled payment dates, along with a few legal declarations binding the customer to the terms of the contract.

The contract text can be edited to suit specific business needs. To edit the contract, go to Settings > Contract in your Partial.ly merchant portal, or visit partial.ly/merchant/settings/contract.

Dynamic Variables

The contract is generated with dynamic variables using the Liquid templating language.

Insert dynamic variables by enclosing them with {{}}. For example, to insert the customer's first name, write {{customer.first_name}}.

The following variables are available:

customer

• first_name
• last_name
• email

payment_plan

• amount — total amount of the payment plan, including fee
• currency — currency the payment plan will be paid with

payment_schedule

• auto_process — whether payments are automatically scheduled and processed
• down_payment_amount — the down payment due
• description — description of payment schedule for manually processed plans
• repay_by_date — date payment schedule is complete
• payment_amount — amount of scheduled payments
• balance — balance after down payment

installments

List of installments. Each installment object has:

• amount
• scheduled

merchant

• name — merchant name

payment_method

• type — either card or bank_account

Custom Filters

• currency — formats a number by adding a dollar sign and two decimal points