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:

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