Activity List


 

Create a Payment Plan

Overview

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.

Instructions

  1. Navigate to Activities > Activity List
    activities_activity_list.jpg
  2. Select an Activity
    select___to_expand_the_activity.jpg
  3. Edit a session
    select_edit_to_edit_session.jpg
  4. Navigate to the Payment Plans tab
    navigate_to_the_payment_plans_tab.jpg
  5. Select Create Payment Plan
    select_create_payment_plan.jpg
  6. Fill in fields
    fill_in_payment_plan_fields.jpg
    • Name: Name of payment plan
    • Dates: Start and expiration dates
    • Online Availability: Choose to allow online payments, or in-house, or both
    • Eligibility: Select permissions
    • Card On File: Choose to require 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
    select_save_new_payment_plan_assignment.jpg
  8. Click Save Session
    select_save_session_to_save_payment_plan.jpg

Note: Customers do not receive automatic reminders, you must send an invoice from the A/R Center.




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