Generate Payment Plan Links to Share This article is for merchants who do not use one of our integration partners. Do I need to use Partial.ly on a website or with an invoicing… continued Merchant Support
Plan and Payment Status What do the following plan statuses mean?Open: The plan is open and processing payments according to the plan's schedule.You can view the sc… continued Payment plans
Additional Checkout Fees When creating an offer, you will see the option to add additional fees at checkout. This allows you to add additional fees to your plans, on… continued Offers
Batch Payments Payment batches are used with manual plans and allows you to process payments for multiple plans all at once. You can learn more about creat… continued Merchant Support
How to Create a Payment Plan This article is for merchants who wish to use Partial.ly as a standalone software. If you wish to add the Partial.ly checkout button to a we… continued Merchant Support
How to Add to / Deduct from a Plan Merchants may need to make changes to an open plan for various reasons. Some Reasons to Add to a PlanAdd a FeeAdd Shipping CostAdd Additiona… continued Merchant Support
How to Cancel / Refund a Plan Partial.ly Payment Plans can only be canceled and refunded by the merchant from their Partial.ly Merchant Account at partial.ly/login. How… continued Merchant Support
How to Change Payment Schedule Can I change my customer's payment schedule?Yes. You can either: Reschedule 1 payment, orCreate an entirely new schedule. I want to only res… continued Merchant Support
How to Reopen a Defaulted Plan This guide is for merchants. If you are a customer, please view our customer guide here. Customers can now reopen their own plans.To learn… continued Merchant Support
Defaulted Plans - Merchant FAQs My customer's plan defaulted. Can I reopen it?Yes. When a plan defaults, a reopen button will appear at the top of the plan. For step by ste… continued Merchant Support
Automatic Offers and Payment Plans This article if for creating an offer that automatically processes all payments. If you prefer to use a manual offer, please see the followi… continued Merchant Support
Manual Offers and Payment Plans Offers and payment plans can also use a manual schedule so they aren't fixed to an automated payment schedule. Manual offers and payment pla… continued Merchant Support
Customer Flexibility Merchants have the option of providing customers with flexible options on their offers and payment plans. Customer flexibility can be applie… continued Merchant Support
More About Offer Variables checkout/additional fee (formerly line item): An optional extra charge that can be added to any payment plan as a separate line item. It may… continued Offers
