Engage Live Agent Assist: How to Create a Payment Plan

15 STEPS

1. If you've request the ability to setup recurring payments for a Payer, you'll see the Payment Plan option on the Create Payment Request page

2. Once you've entered the Invoice details and you'd like to set up recurring/installment payments for a Payer, click the Payment Plan

3. Click Plan Installments

4. Let's setup the Payment Plan:
Depending on your setup, you may of the option for weekly or monthly payments - for this example we'll choose monthly

5. Select the Plan Frequency. You'll have the option to select between 2-12 payments.

6. In this example our Payer has agreed to 4 monthly installments.

7. Select the Plan Start Date. This will be the date the first payment will be made and which the future payments will be based.

8. The payment start date must be at least +1 of today's date in order for the schedule to process correctly.

9. Click Create

10. Click Send Payment Link

11. Select which method the Payer would like to receive the Invoice.
For this example we'll select SMS

12. Enter the Cell Phone Number in the Destination field.
Be sure to include +1 for US lines.

13. Click Select payment link

14. Select the Payment Plan Negotiator. This will be the payment plan we just created in the previous steps

15. Click Insert Link and finish sending the invoice as normal.