Request a Payment Plan
Table of Contents
Your customers can request payment plans through the Customer Portal, allowing them to break up larger invoices into easier-to-manage chunks.
To request a payment plan, the customer must log in to their Customer Portal.
Step 1
On the right, navigate to Request Plan.
Step 2
Once Request Plan is clicked, scroll down to view the Payment Plan options.
Step 3
Choose the Total Amount, Down Payment, and Frequency (Daily, Weekly, or Monthly), and Number of Payments.
Step 4
When the request is sent, the following confirmation message will appear:
