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Manage a payment plan from a client’s profile
Manage a payment plan from a client’s profile
Updated over a week ago

You can view, make payments to, and cancel payment plans from a client’s profile. Scheduled payments are automatically charged to the client's default payment method. If the payment method fails, the payment will be billed to the client’s account balance.

Key tips before you begin

If a payment plan is canceled, but there are still payments due, the client will get the item without having to pay for it.

Payment plans can’t be edited. To change a client’s payment plan, you must cancel the payment plan, remove the event from their profile, then resell the event with a new payment plan.

A one-time payment reduces the total amount owed on a payment plan. How it affects scheduled payments depends on the plan type:

Make a payment on a payment plan

To make a payment on a payment plan, follow these steps:

  1. On the Top Nav Bar, click the Search button Image enter the client’s information, and click their name to access their client profile.

  2. On the side menu, click Account.

    1. 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.

    2. For all other payment plans, click Billing & Account Balance > View All Payment Plans, then select the payment plan from the list.

  3. Click Make a payment.

  4. Under Repay by installments, enter the amount of the payment.

  5. Choose the method of payment from the list.

  6. Select one or more payment methods and enter the client’s information.

  7. Click Repay.

Cancel a payment plan

To cancel a payment plan, follow these steps:

  1. On the Top Nav Bar, click the Search button Image enter the client’s information, and click their name to access their client profile.

  2. On the side menu, click Account > Billing & Account Balance > View All Payment Plans.

  3. Select the payment plan from the list.

  4. At the top of the page, click Cancel this payment plan.

  5. In the confirmation popup, click OK.

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