Adding a New Payment Plan

To add a payment plan for your customer:

1

Select the Customer from the Virtual Terminal menu.

The Customers window displays the list of existing customers and the information about each customer in different columns.

2

Select the customer.

The Customer profile window displays information about the customer in two sections:

• Customer: This section displays the details about the customer.

• Payment Methods: This section displays the payment methods added for your customer.

3

Click the + Add Plan link in the Payment Methods section.

The Add Plan window displays various text fields to enter the data of a new plan.

The following table provides the information to enter the data into the fields of the Add Plan form:

Field Name	Description	Required?
Plan Name	Enter the name for a new payment plan.	Optional
Amount	Enter the amount for a new payment plan.	Optional
Card	Select the card from the dropdown list of available cards.	Optional
Email Receipt?	Select the checkbox to email the payment receipt to your customer.	Optional
Start Date	Select the start date for a new payment plan. Note: You can only select current or later date.	Optional
End Date	Select the end date for a new payment plan. Note: Selecting the end date helps you viewing the plans for your customer.	Optional
Frequency	Set the payment frequency (weekly, monthly, or yearly) by selecting the appropriate days, months, and years from the dropdowns.	Optional

4

Select the Save Plan button.

The Plans window displays the information about a new payment plan in various columns of the list.