Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Payment Plan

  • Updated:

Payment Plans are used for activities that require upfront cost or no upfront cost that you may wish to accept full or partial payments on. A payment plan allows the customer to choose full payment at the time of registration or choose to make payments following the payment plan.

 

Important Notes

  • The system will automatically attempt to charge a customer's card on file on the date of each payment plan installment if the following criteria are met:
    • Your Organization has Auto Billing enabled
    • Your Merchant Provider supports saving cards on file and this has been enabled for your Organization
    • Your Payment Plan has the Card on File field set to Optional or Required
  • Customers do not receive automatic reminders of upcoming payments. If this is desired, you can send an invoice from the Accounts Receivable (A/R) Center. 

 

Instructions

 

  1. Navigate to the Activities tab, then select Activity List
    activities, activity list
  2. Select an Activity
    expand
  3. Select Edit Session (pencil icon) next to the desired session
    edit session
  4. Navigate to the Payment Plans tab
    payment plans tabs
  5. Select Create Payment Plan
    create payment plan
  6. Fill in the fields
    create payment plan fields
    • Name: Name of the payment plan
    • Dates: Start and expiration dates
    • Online Availability: Choose to allow online payments, in-house payments, or both
    • Eligibility: Select permissions
    • Card On File: Choose to require that a card be on file
    • Due at Signup: Amount the customer must pay at signup as a deposit for the payment plan
    • Bulk Editing: Allow you to create multiple payments at once
    • Installments: Specify either the "days after sign-up" setting or the due-date setting; only one will be used per each installment
  7. Select Save New Payment Plan Assignment
    save new payment plan
  8. Click Save Session
    save session

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.