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How to create a new payment plan

Version: V3.1.6843
Added on: 09/02/14
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
Creating a customer 08/29/14 30 mins You will learn how to create a customer.
How to create a new billing cycle and deactivate it 09/08/14 15 mins In this tutorial you will learn how to create a new billing cycle using Console perspective and deactivate it.

Useful Terms

How to create a new payment plan

  1. Are you ready?

    In this tutorial we are going to learn how to create a new payment plan for an existing customer. We will use the customer created in Creating a customer tutorial.

    We will use the following parameters:
    Customer's Name: John Smith
    Payment Plan: Perpetual
    Amount: $42.00
    Billing Cycle: M01 - 01/01/2019
    Payment Source: Credit Card
  2. Log in to the system using your Username and Password and switch to the Console Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Firstly, let's locate the previously created customer.
  5. Click   Customersbutton in the top section of the screen.
  6. Click   Listmenu item
  7. Enter John into the First Nametextbox
  8. Enter Smith into the Last Nametextbox
  9. Click   Findbutton
  10. Locate   Customer Account List  groupbox
  11. Click   View Customerbutton
  12. Now, let's learn how to create a new payment plan.
  13. Locate   Payment Plans  groupbox on the opened form.
  14. Click   Newbutton
  15. Enter 42 into the Amounttextbox
  16. Enter Perpetual Payment Plan into the Descriptiontextbox
  17. Locate   Unlimited  radio button and select it.
  18. Locate   Credit Card  radio button and select it.
  19. Select M01 - 01/01/2019 in Cycle Typelabel
  20. Locate   Credit Card  groupbox
  21. Select 4***********1111 in Existingdropdown . All fields related to the payment should now be filled in.
  22. Click   Savebutton
  23. Congratulations, you are done!

    You have learned how to create a new payment plan. Now let's learn how to freeze of customer's payment plan.

Related Tutorials

Name Added On Difficulty Time Required Description
How to freeze a customer's payment plan 09/02/14 15 mins In this tutorial you will learn how to freeze a customer's payment plan.

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