Recurring Payment Plans – My Account

Select the dropdown arrow next to PayPlan to view available options.

On the Customer screen, the options are presented as a menu at the top of the screen.

Customer

Select the plus sign to expand the search options.
Enter search criteria or leave the fields blank to view all customers.
Select a link in the Customer ID column to view the customer information.

On the customer screen you can:

Edit or delete the customer or view the payment history using the Customer Info actions.
Edit or delete the payment methods, charge the card, or view the details using the Payment Method actions.
Edit or delete scheduled payments or view the payment history using the Scheduled Payments actions.

Add New Customer

Select the Customer icon on the right side of the screen.
Enter the name and address information. Fields with an asterisk are required.

Enter the phone numbers and email address information.The customer information entered is displayed on the View Customer screen.

Payment Method

Select the plus sign to expand the search options.
Enter search criteria or leave the fields blank to view all customers.
Select the link in the Customer ID column to view the payment information.

Add Payment Method

Select the Add Payment Method link to enter the payment information.

Transaction information can be added and a card can be charged as part of adding the card as a payment method.

Schedule

Select the plus sign to expand the search options.
Enter search criteria or leave the fields blank to view all customers.
Select the link in the Customer ID column to view the customer information.
Select the link in the Schedule ID column to view the schedule information.

Add Schedule

Select the Add Schedule link to fill in each section for the scheduled payment, and then select Save.

Once the schedule is added you can view and print the agreement. This agreement can be used as documentation of the contract if you do not have paperwork for the customer to sign.

Failed Schedule Details

Enter the date range to view failed scheduled transactions.
Select the link in the Customer ID column to view the customer information.
Select the link in the Schedule ID column to view the schedule information.

Reactivating a Failed Schedule

Select the link in the Customer ID column to view the customer information.
Locate the schedule with the Failed schedule status.
Select the link in the Schedule ID column to view the schedule information.
Change the Schedule Status from Failed to Active.
Enter the Next Processing Date and save the changes. If the processing date is different from the original date, select One Time Change or Change due date for all future transactions, and then select Continue.

Important: You must arrange to collect any missed payments.

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