Recurring Payment Plans are available if your organization is using Payrix as your credit card gateway and the functionality has been added to your site. If you do not have the option, please email support@teamsideline.com to add.

How to set up a Payment Plan for a customer with an existing balance: 

• Go to Customers > Account Management > Search.
• Type in desired Customers name and navigate to their account.
• Go to your customer's Account Overview page.
• Scroll down to the bottom of the page and click on the Add Payment Plan button.
• Select the Plan Type.
• Type in the Total Amount.
• Set the First Payment date.
• Select How Many Payments.
• The appropriate Amount will be calculated for you.
• Type in the Credit Card Information.
• Now on each specified date, the customer's credit card will be charged the amount you have setup.