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
How to Create a Payment Plan This article is for merchants who wish to use Partial.ly as a standalone software to email plans directly or generate URLs to paste into an… 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 Customers can now reopen their own plans.To learn more, please see our article on Defaulted Plans FAQs. If you would like to reopen the plan… 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
Plan Defaulted - Customer FAQs My plan defaulted. What are my options?You can view your defaulted plan at partial.ly/login under 'Other Payment Plans'. Depending on what y… continued Customer 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
