Creating a Payment Plan

It's essential to ensure your customer is enrolled in Automatic Payments. For detailed instructions, please refer to: Adding a Customer Payment Method and How to Set Up Automatic Payments

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

Click on "Create Payment Plan" to start the process

Fill out all fields with the necessary information before saving the payment plan

After clicking "Save Payment Plan," you will see the following summary in the designated section

Find existing or past payment arrangements in the following sections