Sending a Plan Request to a Customer

A plan request is how you invite a customer to review and accept a payment plan. The customer receives an email or SMS with a secure link — no account required on their end.

Sending a Plan Request via Email

After creating a payment plan:

1. Go to Payment Plans and find the plan (status will be Pending).
2. Click the plan to open it.
3. Click Send Plan Request.
4. Confirm the customer's email address and optionally add a personal note.
5. Click Send.

The customer receives an email with a link to a secure page showing their payment schedule, terms, and a form to enter their payment method.

Sending via SMS

If you have the customer's mobile number:

1. Open the plan and click Send Plan Request.
2. Switch to the SMS tab.
3. Enter or confirm the customer's phone number.
4. Click Send SMS.

The customer receives a text with a short link to the same acceptance page.

Sharing a Plan Link Directly

You can also copy the plan link and share it yourself (via your own email, messaging app, or in person on a tablet):

1. Open the plan.
2. Click Copy Plan Link.
3. Share the link however you prefer.

What the Customer Sees

The customer's plan acceptance page shows:

• Business name and logo
• Total amount and payment breakdown
• Down payment amount (if applicable) and due date
• Installment schedule with dates and amounts
• Payment method entry form (card or bank account)
• Agreement to the payment plan terms

Once they submit, the plan status changes to Open and Partially begins billing on schedule.

Resending a Request

If the customer hasn't accepted after a few days, you can resend:

1. Open the plan (status: Pending).
2. Click Resend Request.

You can also set up automated reminder emails in Settings → Email so customers are nudged automatically after a set number of days.

Tracking Acceptance

You can see whether a customer has viewed or accepted the request from the plan detail page. The timeline shows when the request was sent, when it was viewed, and when it was accepted.