Viewing the Plans

To view the plans:

1

Select the Plans from the Virtual Terminal menu.

The Plans window displays the list of existing plans and the information about each plan in different columns.

You can search a plan using the following fields:

Field Name
Description
Editable?

Plan Name

Enter the name of the plan you want to view.

Editable

Plan ID

Enter the ID of the plan you want to view.

Editable

2

Select the Search button.

The Plans window displays the plans list by name or ID in the following various columns:

Column Name
Description
Editable?

Plan Name

This column displays the name of the plan.

Not Editable

Customer Name

This column displays the name of customer for whom the plan was added.

Not Editable

Status

This column displays the status of the plan.

Available status options are:

  • Active

  • Canceled

  • Suspended

Not Editable

Start Date

This column displays the start date of the plan.

Not Editable

End Date

This column displays the end date of the plan.

Not Editable

Frequency

This column displays the frequency of plan to take payment from the customer.

Not Editable

Amount

This column displays the amount to take from the customer in plan.

Not Editable

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