How to set up Payment Plans?

1. Ensure your customer is enrolled in Automatic Payments. For instructions on this see the articles: Adding a Customer Payment Method and How to set-up Automatic Payments

2. Go to the Payment Plans page. On the top right side of the page, you will see a green button called “Add Payment Plan”

   

   
   

   

3. You will be brought to the screen below, once completed the Payment Plan setup will be complete.

• You will create a plan for a specific invoice.
• Choose the start date & end date
• Frequency of instalments. {The instalments will be divided into equal portions depending on the frequency you choose.}