Getting Started Thanks for your interest in Partial.ly. This article will cover the basics. What is Partial.ly?Partial.ly is a payment plan software. Our pr… continued Merchant Support
Merchant Settings FAQs You can locate your merchant settings in the side menu of your Partial.ly account For more about a specific merchant setting, please click o… continued Merchant Settings
Testing with Partial.ly You can sign up for a demo merchant account at http://demo.partial.ly/ for testing. You can use test cards with the demo site, which can be… continued Merchant Support
Reports Where can I pull reports?You can pull reports from the following sections of your account: Payment Plans, Payments, and Reports: Reports of… continued Merchant Support
Zapier Partial.ly currently has a beta integration with Zapier. You can connect to it with the following URL: https://zapier.com/platform/public-i… continued Integrations
Adding Partial.ly to Shopify Theme Adding Partial.ly to your Shopify site involves copying and pasting a snippet of code into your Shopify theme. This code will embed the Part… continued Shopify
Merchant Login and Password Where can I access my account?Merchants can log in at https://partial.ly/login to view their account. Forgot your password?You can reset you… continued Merchant Support
IP Address Blocked Trying to login but get the following error? “We've received too many requests from your IP address and have temporarily restricted access.… continued Merchant Support
Quickbooks FAQs Does Partial.ly have an integration with Quickbooks?Yes. You can read more about our Quickbooks integration here: Quickbooks Integration. Pa… continued quickbooks
Refund FAQs for Merchants How do I refund a payment plan?Plans can only be refunded from your merchant account at partial.ly/login. A visual guide on how to refund a… continued Merchant Support
Integration FAQs Partial.ly works with a variety of integration partners. A full list of our integration partners can be found here: Partial.ly Integration P… continued Merchant Support
Stripe Express Connect Partial.ly is moving from Stripe Standard Connect to Stripe Express Connect. Stripe Standard Connect vs Stripe Express ConnectPrior to Jan 5… continued Merchant Support
Partial.ly without an Integration This support article is for merchants who want to use Partial.ly on a website, but do not use one of our Integration Partners. If you do not… continued Merchant Support
How to Create a Payment Plan This article is for merchants who wish to use Partial.ly as a standalone software, without an integration. There are 2 ways to send your cus… continued Merchant Support
Partial.ly as a Standalone Program Do I need to use Partial.ly on a website or with an invoicing software?No. You can use Partial.ly as a standalone payment plan software to m… continued Merchant Support
Dispute FAQs Disputes are an unfortunate occurrence with online purchases. Please read this article in its entirety, along with all included Stripe artic… continued Merchant Support
How to Add to / Deduct from a Plan Merchants may need to make changes to an open plan for various reasons. Some Reasons to Add to a PlanAdd a FeeAdd Shipping CostAdd Additiona… continued Merchant Support
How to Cancel / Refund a Plan Partial.ly Payment Plans can only be canceled and refunded by the merchant from their Partial.ly Merchant Account at partial.ly/login. How… continued Merchant Support
Payments and Payouts How are payments processed?Merchants are required to use Stripe to process their Partial.ly payments. Merchants who sign up for Partial.ly a… continued Merchant Support
Change Payment Schedule Can I change my customer's payment schedule?Yes. To change the customer's payment schedule, you will need to cancel the plan by clicking th… continued Merchant Support
How to Reopen a Defaulted Plan Click the Reopen buttonA reopen button will appear at the top of the defaulted plan. Create Payment Schedule PageOnce you click the reopen… continued Merchant Support
Payment Failed - Merchant FAQs A payment failed. What do I do?When a payment fails, it will automatically reschedule for 2 days later. If the payment fails 3 times in a r… continued Merchant Support
Defaulted Plans - Merchant FAQs My customer's plan defaulted. Can I reopen it?Yes. When a plan defaults, a reopen button will appear at the top of the plan. For step by ste… continued Merchant Support
Shipping When will I receive my order? You will need to directly contact the merchant of your plan for shipping information. The merchant is the one… continued Customer Support
Customer Login and Password Where can I view my plans?Customers can log in at https://partial.ly/login to view their plans. Open plans will automatically appear on the… continued Customer Support