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.}

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