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 the red cancel link.
Once canceled, a reopen button will appear.
Create a Payment Schedule
Click the reopen button and you will be lead to the Create a Payment Schedule page. Here you can set up the customer's new schedule.
What are the sections on the Create a Payment Schedule page?
- Downpayment: If needed, you can process a payment today by putting it as a downpayment.
- Frequency: how often a payment is processed
- Term: How long the plan will last
- First Start Date: If needed, you can manually select the start date for when the plan will start processing payments after the downpayment.
Create Payment Schedule
Once the schedule is set up, click the Create Payment Schedule button.
The next page will allow you to review the new schedule. If everything looks correct, select the payment method, authorize and sign the contract on the customer's behalf, and click the open button.
If you would prefer the customer reopen the plan themselves, you can select the 'Send Open Plan Request to Customer' button.
Have more questions?
Please email us at firstname.lastname@example.org