Edit a Payment Plan

This article will show you how to edit a Payment Plan within a session.

Instructions

1. Navigate to Activities , then to Activity List

2. Expand an Activity

3. Select Edit Session (pencil icon) next to the session that contains your desired Payment Plan

4. Navigate to the Payment Plans tab

5. Click Edit (pencil icon) next to your desired Payment Plan

   Note:

   You can change the name of your Payment Plan directly on this screen. Hover over the name and make your edits. The system will save your changes when you click out of the editing box.

6. Make the desired edits

   • Name: Name of payment plan

   • Dates: Start and expiration dates

   • Online Availability: Choose to allow online payments, in-house payments, or both

   • Eligibility: Select permissions

   • Card On File: Choose to require that a card be on file

   • Due at Signup: The Amount the customer must pay at signup as a deposit for the payment plan

   • Bulk Editing: Allow you to create multiple payments at once

   • Installments: Specify either the "days after sign-up" setting or the due date setting (only one will be used per installment)

7. Click Save Payment Plan Assignment

8. Click Save Session