Setting up Payment Plans

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Andrea Scharlatt

• June 14, 2022 18:50

I did a search on how to set up an automatic payment plan and found an answer from a year ago, but that answer wasn't super helpful. I'd really like to know precisely how to set up a payment plan for a client who wants to pay off a bill over time. It would be great if we could set this up once, and then the amount they agreed on autocharges every month. Does anyone know how to do this?

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  Sara

  • June 14, 2022 19:03

  Hi Andrea,

  There isn't currently a way to set up a client on an automated payment plan. In this case, you'd need to manually process their card in the amount specified each time you collect a payment from the client. 
   
  While we can't set up payments for a payment plan to be done automatically if the amount is less than the client's balance, we love feedback and ideas for ways to advance the platform, and we encourage you to add it to our Ideas and Suggestions board. I took a look and found a similar post that you can vote on here: Payment Plans or Allow for client payment plans with recurring auto billing (weekly or biweekly).

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