Support Services

Engage Live Agent Assist: How to Create a Payment Plan

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **


1. If you've request the ability to setup recurring payments for a Payer, you'll see the Payment Plan option on the Create Payment Request page

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2. Once you've entered the Invoice details and you'd like to set up recurring/installment payments for a Payer, click the Payment Plan

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3. Click Plan Installments

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4. Let's setup the Payment Plan:
Depending on your setup, you may of the option for weekly or monthly payments - for this example we'll choose monthly

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5. Select the Plan Frequency. You'll have the option to select between 2-12 payments.

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6. In this example our Payer has agreed to 4 monthly installments.

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7. Select the Plan Start Date. This will be the date the first payment will be made and which the future payments will be based.

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8. The payment start date must be at least +1 of today's date in order for the schedule to process correctly.

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9. Click Create

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10. Click Send Payment Link

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11. Select which method the Payer would like to receive the Invoice.
For this example we'll select SMS

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12. Enter the Cell Phone Number in the Destination field.
Be sure to include +1 for US lines.

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13. Click Select payment link

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14. Select the Payment Plan Negotiator. This will be the payment plan we just created in the previous steps

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15. Click Insert Link and finish sending the invoice as normal.

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