Overview
Manage Payment Plan is a powerful, intuitive tool you can use to administer Payment Plans for your Customers. You can access this feature in the Customer's History Tab, the Participant's Profile, or the Payment Plan Details Page.
In Manage Payment Plan, you can:
Step-By-Step Instructions
Via History Tab
Steps:
Click "Customers" in Top Navigation
Find Customer in the Customer Management Table
Click Customer Name to open Customer Profile
Click on "History" Tab
Find Order
Click More Options Button (Three Dots)
Click "Manage Payment Plan" Button
Via Participant's Reservation
Steps:
Click "Customers" in Top Navigation
Find Customer in the Customer Management Table
Click Customer Name to open Customer Profile
Click Participant Name to open the correct Participant Profile
Find Reservation in "Upcoming Schedule" or "Attendance Records" Tabs
On Reservation, Click More Options Button (Three Dots)
Click "View Order" Button
On Order, click More Options Button (Three Dots)
Click "Manage Payment Plan" Button
Via Payment Plan Details
Steps:
Click "Settings" in Top Navigation
Click on "Payment" Tab in Side Navigation
Click on "Payment Plans" Sub Tab
Click on "Payment Plan Details" Button
Find Payment Plan in Payment Plan Details Table
Click More Options Button (Three Dots)
Click "Manage Payment Plan" Button