Creating a Payment Plan for an Invoice

Payment Plan Name will default to Payment Plan (Invoice #); you can rename this if you'd like

Enter the Plan Start Date (defaults to current date)

Select a Payment Plan Method from the drop down:

Enroll in AutoPay - Select this option to have installment payments made automatically. Then choose a Payment Option from the drop down (Note: You must have Stored Payment Options for this Household). For more info. see Household Stored Payment Options.

Send Installment Due Email - Select this option to send an email to the Customer each time an Installment Payment is due.

Manage Manually (No Email Sent) - Select this option to manage the Payment Plan manually

Select the Payment Frequency from the drop down

For Daily Payment Frequency, select how often to create Daily Payments by choosing a number in the Every # days drop down

For Weekly Payment Frequency, select how often to create Weekly Payments by choosing a number in the Every # weeks drop down and select which Day(s) of Week

For Monthly Payment Frequency, select how often to create Monthly Payments by choosing a number in the Every # month drop down and select either On Day of Month and enter the calendar day from the drop down OR choose a more specific pattern by selecting the On the option and choosing from the drop downs (for example, On the Last Friday)

Optionally enter an Initial Payment/Deposit as a Percent (%) OR in Dollars ($)

Enter Number of Payments (Note: this number does not include Initial Payment/Deposit)

Click Continue to preview the payment plan. You can click Remove Installment, Add Installment, or change any Installment Amounts, but they must add up to the Outstanding Balance in order to Create the Payment Plan. Clicking Recalculate will split all installments into equal amounts.