HOW TO SET A PAYMENT PLAN

In order to be able to process payments, you need to have the Billing module activated in your license. Billing is an Add-on Module which can be requested by contacting your sales representative. For our billing tutorial video, click here.

1. Open the case that is associated with the invoice that you're setting up a payment plan for.
2. Click on the Billing tab.
3. Click on Invoices.
4. Click on Payment Plan for the invoice that you'd like to setup a payment plan for.
   
5. Enter the Amount of the installment or minimum payment amount due.  Also enter the type of Recurrence and the first payment Due Date. When done, click Save.
   
   1. NOTE: Payment plans by default are set up to automatically send invoice notifications on a monthly basis, even if a payment was made that was larger that the minimum amount.  If you would like to change this setting so that when a payment larger than the amount due is made, the over-payment is applied to the next installment(s), you would do this via administrative tools. To change this setting, follow the steps below.
6. Navigate to Administrative Tools.
7. Click on Application Settings.
   
8. Click on the Billing tab.
   
9. Check the box highlighted below, then click Save.