Click the Reopen button

A reopen button will appear at the top of the defaulted plan.

Create Payment Schedule Page

Once you click the reopen button, you will  be lead to the Create Payment Schedule page.

Process missed payments

If you wish to process any missed payments, set the missed amount as the downpayment. The downpayment will process immediately when the plan is reopened.

Setting up the payment schedule: Frequency

You will then need to set up the customer's payment schedule. Frequency is how often a payment is charged.

Setting up the payment schedule: Term

The term is how long the plan will last.

Setting up the payment schedule: First Payment Date

If needed, you can manually set the first payment date. This will be when the next payment is processed, after the downpayment.

Create Payment Schedule

Once completed, click the Create Payment Schedule button at the bottom of the page.

Review

The following page is where you can review the plan details.  

Payment Method

Select the payment method the customer wishes to use. If the customer gave you a new payment method, click the New Payment Method button to add it. If the customer would prefer to add it themselves, they can do so in  the customer portal. The customer can view our article on adding and updating payment methods  for more information.

Authorize and Sign

If everything appears correct. Check the authorization box and sign the contract on the customer's behalf.

Open the payment plan

Then click the Open Payment Plan button at the bottom of the page.

The plan is now open

You will be lead to back to the plans main page, where the status will now say Open.

Have more questions?

Please email us at support@partial.ly