Activity List


 

Edit a Payment Plan

Overview

This article will show you how to edit a Payment Plan within a Session.

Instructions

  1. Navigate to Activities > Activity List
    ActivityList.png
  2. Expand an activity
    expand_an_activity.png
  3. Edit the session that contains your desired Payment Plan
    edit_session.png
  4. Navigate to the Payment Plans tab
    payment_plans.png
  5. Click Edit next to your desired Payment Plan
    edit_payment_plan.png
    • Note: You can change the name of your Payment Plan directly on this screen. Hover over the name and make your edits. The system will save your changes when you click out of the editing box.
      edit_name.png
  6. Make edits
    edit_payment_plan2.png
    • 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. Click Save Payment Plan Assignment
    save_payment_planm.png
  8. Click Save Session
    save_session2.png



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