Add Payment Plan
Alexander Richards avatar
Written by Alexander Richards
Updated over a week ago

Steps:

  1. Click "Settings" in Top Menu Bar

  2. Click on Payment Tab

  3. Click on Payment Plans Sub Tab

  4. Click on "+ New Plan" Button

  5. Enter Payment Plan Name into Name Textbox

  6. Select Plan Type from Payment Plan Type Dropdown

  7. Enter Plan Description into Description Text Box

  8. Select Offerings from Usable for Offerings Dropdown

  9. Select Locations from Usable for Locations Dropdown

  10. Optional: Add Payment Plan Set-up Fee

    1. Set Payment Plan Set-Up Fee Slider to "On"

    2. Enter Fee Amount into Amount Currency Textbox

    3. Enter Fee Description into Description Textbox

  11. Optional: Add Late Payment Fee

    1. Set Late Payment Fee Slider to "On"

    2. Enter Fee Amount into Amount Currency Textbox

    3. Enter Fee Description into Description Textbox

  12. Select Deadline Date from Full Payment Deadline Calendar

  13. Click "Create" Button (Upper Right)

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