Use the Payment Plan page to configure payment plans for your activities and membership packages.
Choose one of the following:
Choose one of the following:
To add a new payment plan, click Add New.
To modify an existing payment plan, click the Name of the payment plan that you want to modify.
In the Payment Plan Detail section, enter the payment plan Name, Description, and/or any other necessary options.
Note: For complete descriptions of the options in this section, click here.
In the Payments section, specify details about the initial payment for the payment plan in the Initial Payment Due subsection.
Specify how to divide up the remaining payments in the Payment Distribution for Balance subsection.
Configure the payment dates for the remaining payments in the Payment Schedule for Balance subsection. Choose one of the following:
To set specific dates when payments will be made, select Specific dates from the Payment Schedule Type list.
To schedule payments a specific number of days after the date the customer purchased the activity enrollment, select Number of days after date of sale from the Payment Schedule Type list.
To schedule payments a specific number of days after the activity begins, select Number of days after activity start date from the Payment Schedule Type list.
To schedule payments using a repeating payment cycle, select Fixed payment cycle from the Payment Schedule Type list.
To specify the lead time before each due date. You can set the Lead Time for payment plans.
To configure details for a payment plan surcharge, select Enable Payment Plan Surcharge from the Payment Plan Surcharge section.
To specify which customers and companies can use the payment plan, select them in the Qualifying Customers and Companies section.
Click Save.
Adding or modifying an activity
Adding or modifying a membership package