How to Create a Payment Plan

This article is for merchants who wish to use Partial.ly as a standalone software to:

generate URLs to paste into an email, social media page or website
email plans directly
open plans on the customer's behalf

If you wish to add the Partial.ly checkout button on a website, with or without an integration, please see our integration FAQs.

Getting Started

There are 2 ways to send your customers payment plans:

(1) with the integration tool of your offer [Easiest].

(2) from the Payment Plans section of your account.

#1: The Integration Tool of Your Offer [Easiest]

The easiest way to send plans is to use the integration tool of your offer. The offer contains the terms of your payment plans. You can read more about creating offers here: Offers.

First, click the integration tool next to the offer.

When inside the integration tool, select 'with a link to share' and fill out the description of the plan and the amout due.

Then click 'Generate' to generate a URL link to paste into an email, a website or social media page.

Use the integration tool to generate a URL to paste in an email, website, or social media page

#2: Payment Plans Section

You are welcome to create payment plans from the Payment Plans section of your account. Creating an offer is not required. However, this may require you to create an account for the customer under the Customers section of your account if the customer is not already in our system.

Create a customer's account in the Customers section by clicking the 'New Customer' button

(Note: If you are unable to create an account for the customer and they don't appear in your Customer section, that means they already have a Partial.ly account. You will need to send the customer a plan from the integration tool of an offer. Once the customer opens their first plan with you, their account will automatically be added to your portal and you will be able to send them plans from the Payment Plans section going forward if you wish.)

If you customer already has a profile within your account, go to the Payment Plans section and click the 'New Payment Plan' button.

After you click the 'New Payment Plan' button, you need to:

Select the customer
Provide the amount due on the plan
Provide a Description of the Plan (Optional but Recommended)

Once done, click 'Continue'.

Select the customer from the drop down menu, set the amount, and click the 'continue' button

You will be lead to the Create Payment Schedule page where you can set the payment terms: down payment, schedule (frequency and term) and first payment date. (Warning: The first payment date is the payment made after the downpayment. If you manually specify the first payment date and the customer does not open the plan before that date, the plan will automatically be canceled).

You can also apply an offer that you have already created in the offer section. You can read more about offer here: Automatic Offers

Create Payment Schedule Page

Once the plan's payment schedule is set, click the 'Create Payment Schedule' button at the bottom of the page.

On the following page, click the 'send plan request to customer' button. This will email the plan to the customer so they can add their payment method and sign the contract.

The customer can also open the pending plan from their Partial.ly customer account under Other Payment Plans.

Click 'Send Plan Request to Customer' button

Once the customer opens the plan, you will receive an email notification and the status of the plan will change to 'Open'.

Can I open the plan on the customer's behalf?

While we advise you let customers open their own plans, you are welcome to add their payment method and sign the contract on their behalf if that works better for your clientele.

Have more questions?

Please email us at support@partial.ly