Setting up a Payment Plan
Keep in mind, you will need to do this before you take any form of payment as it will be factored into the initial payment.
Watch:
Step 1:
Click on the Actions and select Payment Plan
Step 2:
Enter Payment Plan specifics and hit save
Things to note:
Initial Payment: Today’s payment amount
Next Payment Date: The first day of the payment plan
Frequency Type: payment terms - Monthly, biweekly or custom
Frequency Amount: If weekly or days are selected in Frequency Type you will use this to define the time (ie for every 2 weeks, enter 2, for every 3 days, select days and enter 3 here)
Payment Amount: Type in the amount you would like them to pay with each installment
Step 3:
Review the schedule and confirm everything looks correct