...
On the Finance menu, click Payments Settings and go to the Payment Plans tab.
Click Create. The Payment Plan page appears.
Enter the name of a payment plan.
Add payment methods available within the payment plan.
Specify for which clients the payment plan is available - TO 1, TO 2, or both.
Click Save.
| Info |
|---|
Note: select the default check box if you want this payment method to be applied as default. |
...
Adding Payment Method to a Payment Plan
To add a payment method to a payment plan,
Click Add. The Add Payment Method window appears:
Select the required payment method.
Click Add. The payment method is added and displayed in the list of payment
methods.
...
On the Finance menu, click Payments Settings and go to the Payment Plans tab.
Click the required payment plan.
On the Payment Plan page, click Edit to switch to editing mode.
Make necessary corrections.
Click Save.
Deactivating Payment Plans
To deactivate a payment plan,
On the Finance menu, click Payments Settings and go to thePayment Plans tab.
Click the required payment plan.
On the Payment Plan page, clickEdit to switch to editing mode.
Clear the Active check box.
Click Save. The payment plan is deactivated and moved to archive.
