Creating a Payment Plan

It is essential to ensure that your customer is enrolled in Automatic Payments. For detailed instructions on how to do this, please refer to the following articles: Adding a Customer Payment Method and How to Set Up Automatic Payments

To get started, simply click on "Payment Plan" in the menu.

To initiate the process, please click on "Create Payment Plan".

It is important to ensure that all the fields are filled out with the necessary information before saving the payment plan.

Upon clicking "Save Payment Plan," you will be presented with the following summary in the designated section.

Within the following two sections, you will locate any existing or previous payment arrangements.