How to add to or deduct from a plan

Merchants may need to make changes to an open plan for various reasons.

Some reasons to add to a plan:

• Add a fee
• Add a shipping cost
• Add an additional item

Some reasons to deduct from a plan:

• Discount
• Remove an item from an order
• Remove a refund from the balance

Note for Shopify merchants: Changes made to your plans will not reflect in Shopify. Adding fees or deductions will require you to manually update the Shopify order as paid once the plan is paid in full.

Before you start

Open the customer's PDF contract and set it aside for reference. The contract can be found under the Schedule tab of the plan.

Step 1: Cancel the plan

To make changes to an open plan, click the red Cancel Plan link. Defaulted plans can skip this step.

Note for Shopify merchants: Do not cancel the Shopify order.

Step 2: Reopen the plan

Once canceled, click the Create New Payment Schedule button that will appear.

Step 3: Add a line item

On the Create Payment Schedule page, click the Add Checkout Fee (formerly Line Item) button on the right side of the page.

Step 4: Description and amount

Fill out the description and amount. To add a discount, enter a negative amount (e.g., -100).

Step 5: Review the summary

Once added, the new line item will appear in the plan summary.

Step 6: Set up the schedule

Set up the customer's payment schedule (frequency and term). Reference their contract PDF for their prior schedule.

If needed, manually set the first payment date by selecting Manual Specify Date at the bottom of the page.

Step 7: Create payment schedule

Click the Create Payment Schedule button.

Step 8: Review and open

The following page will generate a new contract for you to sign on the customer's behalf. Select the payment method and click Open Payment Plan.

Note: If the plan does not open due to a declined card, the customer's bank may require the customer to authorize the reopening. Click the Send Open Plan Request button to email the plan to the customer.

Step 9: The plan is now open and reflects your changes

What notifications will my customer receive?

Customers will receive an email notification when the plan is canceled and when it is reopened. To temporarily disable one or both notifications, go to Settings > Emails and click the Stop Sending link.