Turning on Payment Plans
Table of Contents
You can offer installment payment options for customers that need a more flexible solution for paying invoices.
You can enable Payment Plans on an individual or group basis, and give selected clients the ability to request flexible payment terms.
Simply approve the Payment Plan request and Biller Genie will automatically collect on the approved schedule and reconcile transactions in real-time.
Allow Payment Plans must be turned on for the customer. This can be done globally and for individual customers.
GLOBAL
Step 1
From the Main Menu, navigate to Control Panel > Customer Defaults.
Step 2
Click the toggle to on next to Allow Payment Plans.
Step 2
You can then Save for New Customer or Save & Apply to Existing Customers.
INDIVIDUAL:
Step 1
From the Main Menu, navigate to Customers.
Step 2
Select Advanced Advanced Options and click edit.
Step 3
Click the toggle to on next to Allow Payment Plans.
Be sure to click Update Customer to save your changes.
