I am currently using Amelia to manage bookings for our guided backpacking trips and have encountered an issue regarding the collection of remaining balances after a deposit payment is made.

Here are the details of our current setup:

• We offer an option for clients to pay a $500 deposit at checkout or pay the full amount upfront.
• If the client opts for the $500 deposit, we need to collect the remaining balance before the trip start date.

Could you please provide guidance on the following:

1. Automated Balance Collection: Is there a built-in feature in Amelia to automatically charge the remaining balance before the event date? If so, how can we set this up?
2. Payment Scheduling: How can we schedule and automate reminders for clients to pay the remaining balance?
3. Third-Party Integration: Are there recommended integrations or plugins that work seamlessly with Amelia to handle deposit payments and automatically process the remaining balance?

Our goal is to ensure a smooth and hassle-free payment process for our clients, minimizing the need for manual intervention.

Thank you for your assistance with this matter. I look forward to your guidance.

Best regards,

Mikey Bell
Outdoor Adventure Training