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Apply a payment plan at checkout
Updated over 2 weeks ago

Staff can create and apply a payment plan at checkout for store purchases in the Staff Back Office. Once applied, scheduled payments are automatically charged to the client's default payment method. If a payment fails, it is added to the client’s account balance.

Key tips before you begin

  • Payment plans can't be applied to automated billing purchases.

  • Scheduled payments will be billed to the default card on the client's profile even if a different card was used to make the sale.

  • If a Purchase Option was purchased with a payment plan, the client will be billed according to the payment plan, even if the Purchase Option is canceled. The payment plan must be canceled to stop future payments.

Create and apply a payment plan at checkout

To create and apply a payment plan at checkout, follow these steps:

  1. Start making a sale until prompted to select a payment method.

  2. Under Select a Payment Method, select Virtual terminal, ACH, or Credit card.
    💡Payment plans can only be applied to these methods.

  3. Enter any necessary details for the selected payment method.

  4. Set Save payment to client profile to ON, then set Apply payment plan to ON.

  5. Configure the payment plan:

    1. Under Payment Plan, select how many payments the client will make. The amount will be calculated automatically and displayed beside the field.

    2. Under Repeat Every, select the number of days, weeks, months, or years that should pass before the next payment is required.

    3. Under Start, select the date of the first scheduled payment.

  6. Click Complete.

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