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How to freeze a customer's 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 payment plan
09/02/14
15 mins
This tutorial will teach you how to create a new payment plan.
Make sure that you have learned how to create a customer using
Creating a customer
tutorial.
How to freeze a customer's payment plan
Are you ready?
In this tutorial we are going to learn how to freeze a customer's payment plan. We will use the customer created in
Creating a customer
tutorial with the perpetual payment plan created in
How to create a new payment plan
tutorial.
We will use the following parameters:
Customer's Name:
John Smith
Payment Plan:
Perpetual
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
.
Select appropriate
Merchant
or
Merchant Account
in the top left section of the screen.
Click
Customers
button in the top section of the screen.
Click
List
menu item in the top section of the screen.
Enter
John
into the
First Name
textbox
Enter
Smith
into the
Last Name
textbox
Click
Find
button
Locate
Customer Account List
groupbox
Click
View Customer
button
Locate
Payment Plans
groupbox
Click
View Payment Plan
button next to the
Perpetual
payment plan created in
How to create a new payment plan
tutorial.
Note: The perpetual payment plan is the only payment plan that can be freezed.
Click
Freeze
button.
Note: To unfreeze chosen payment plan, you have to follow the steps above, click on
View Payment Plan
button next to the frozen payment plan and click on
Unfreeze
button at the bottom of the screen.
screenshot
Congratulations, you are done!
You have learned how to freeze a customer's payment plan. Now you can do this by yourself.
Tags
Customer
Console perspective
Recurring billing
View all available tutorials