A payment plan allows clients to pay for their purchases in installments over time. You can create and apply a payment plan during checkout for any item a client purchases from the store. Scheduled payments are automatically charged to the default payment method saved on the client’s profile, even if a different payment method was used to purchase the item.
You can view, make payments to, change the payment date, and cancel payment plans from a client’s profile. If the payment method fails, the system automatically charges the client’s account balance.
You can also manage payment plans for events. These payment plans can be sold separately or as part of a package through the store. When you create an event payment plan, it’s automatically available for all existing events. However, when an event with an available payment plan is included in a package, clients won’t see payment plan in the Client Portal. Instead, the payment plan must be applied to the package during checkout.
Key tips
Payment plans can't be applied to automated billing purchases.
The amount owed for each scheduled payment can't be changed. However, a one-time payment reduces the total amount owed on a payment plan. How this affects scheduled payments depends on the plan type:
For automatic membership payments, the next scheduled payment is reduced.
For other payment plans, the last scheduled payment is reduced.
To adjust a client’s payment plan without a one-time payment, cancel and remove the existing plan from the client’s profile, then resell the item with a new payment plan.
When a client with active payment plans gets sent to collections, the remaining balance from those plans is added to their account balance and reported to Aldous.
When a Purchase Option is purchased with a payment plan, the client is 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:
Start making a sale until prompted to select a payment method.
Under Select a Payment Method, select Virtual terminal, ACH, or Credit card and enter the payment details.
Set Save payment method to client profile to ON, then set Create a payment plan to ON.
Configure the payment plan:
Choose the total number of payments the client will make. The amount for each payment is automatically calculated and shown beside the field.
Select the number of days, weeks, months, or years between the scheduled payments.
Select the date for the first scheduled payment.
Click Complete.
View or adjust a payment on a payment plan
To make a payment on a payment plan, follow these steps:
Click Search
at the top of the page, then enter the client’s information, and click their name to access their client profile.On the side menu, click Account.
To make a payment on a payment plan for a Purchase Option, click Passes & Memberships, then select the Purchase Option from the list, and click Payment Plan.
For all other payment plans, click Billing & Account Balance > View All Payment Plans, then select the payment plan from the list.
To make a payment on a payment plan:
Click Make a payment.
Enter the One-time payment amount.
Select one or more payment methods and enter the client’s information.
Click Complete.
To change the date of a future scheduled payment:
Click the payment date you want to modify.
Select a date for the payment from the calendar. This won’t affect any other payment dates.
Cancel a payment plan
To cancel a payment plan, follow these steps:
Click Search
at the top of the page, then enter the client’s information, and click their name to access their client profile.On the side menu, click Account > Billing & Account Balance > View All Payment Plans.
Select the payment plan from the list.
At the top of the page, click Cancel this payment plan.
In the confirmation popup, click OK.