Creating a Payment Plan

• ^{It is important to confirm 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}

• ^{From the menu bar, please select: Payment Plans}

  

  ^{To create a payment plan select "Add Payment Plan +"}

^{You will be directed to the following screen:}

^{You will develop a comprehensive plan for a specific invoice.}

^{Please ensure that all fields are filled out with the necessary credentials before saving the payment plan.}

^{Within the following two sections, you will discover any active or closed payment plans:}