A payment plan allows clients to pay for their purchases in installments over time. You can create and apply a payment plan during checkout for any item a client purchases from the store. Scheduled payments are automatically charged to the default payment method saved on the client's profile, even if a different payment method was used to purchase the item.
You can also manage payment plans for events. These payment plans can be sold separately or as part of a package through the store. When you create an event payment plan, it's automatically available for all existing events. However, when an event with an available payment plan is included in a package, clients won't see the payment plan in the Client Portal. Instead, the payment plan must be applied to the package during checkout.
Create and apply a payment plan at checkout
To create and apply a payment plan at checkout:
Start making a sale until prompted to select a payment method.
Under Select a Payment Method, select Virtual terminal, ACH, or Credit card and enter the payment details.
Set the Save payment method to client profile option to ON, then set the Create a payment plan option to ON.
Configure the payment plan:
Choose the total number of payments the client will make. The amount for each payment is automatically calculated and shown beside the field.
Select the number of days, weeks, months, or years between the scheduled payments.
Select the date for the first scheduled payment.
Click Complete.
Print or email a receipt to the client.
Next steps
Once a payment plan is created, you can view, adjust, and cancel it from the client's profile.