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PP: Take Payment On A Payment Plan

Jeffrey Hunter avatar
Written by Jeffrey Hunter
Updated over 2 years ago

TAKE A PAYMENT ON A PAYMENT PLAN

Step 1: On the “PAYMENT PLAN” Tab for the Case, select the payment you want to take a payment for by clicking the “3 DOTS” in the line of the selected payment.

Step 2: Click “Take Payment

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Step 3: Fill in the amount, select who is paying, and select the payment method (Card, Cash/Other, the card stored on filed if there is one, or assigning a payment that was paid on the general payment page)

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Step 4: Confirm it is correct. Note: In my example below it is labeled “External Payment” because payment was made through “Cash/Other” denoting it was not taken through a credit/debit card in Simply Bail.

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