Setup a Payment Plan for a One Time Item

  1. View the Account.
  2. Select Sale > Payment Plan .
  3. Choose Item from the list of one time items.
  4. Enter Default recurring amount, the date to begin billing - Next Date, and the Number of Times the amount will be charged. Change the Interval if necessary. The default is each month.
  5. Click Generate Plan.
  6. Review the Total (under the buttons). For an installment plan it should be the same as the Item but it can be more or less if a charge is incurred for the payment plan or the price was negotiated.
  7. To edit the payment plan, click Delete Plan and make adjustments or alter the dates and amounts in the payment plan.
  8. Update any other fields necessary and click Save to generate the Pending Transactions that will be placed on upcoming bills as time passes.