Create Payment Plan Templates


Give your customers a choice of payment plans when you process a large purchase. You can set up as many plans as you wish ahead of time, each defined by a payment frequency, number of payments, and applicable location.

You can apply the plans to events when you set up new calendar types, then select them when you click a Pay Now button beside an attendee's name, or on a facility rental agreement.

This article shows you how to:

Access Payment Plans

The payment plans are part of your Billing settings:

  1. At the top right corner, hover over your name and click Settings.
  2. In the sidebar, click Billing.
  3. Click Payment Plans.

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Create or Edit a Payment Plan

Your existing payment plans are listed by name, payment frequency, number of payments, and location.

  • Click an existing plan to edit it.
  • To create a new one, click New.

PaymentPlans_List.png


  • Complete the following mandatory fields:
    • Name: Enter a unique name. It will be used when you select it in a dropdown during the event creation or payment process.
    • Invoice Amount: Select Fixed Amount or Flexible Amount.
    • Payment Frequency: Select one of the available options — Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Semi-Annually, Annually, Custom. Please see below for details on how to customize payment plans.
    • Number of Payments: Enter the total number of times a payment must be made.
  • Click Save.

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TIP: When including numbers in the name, add a zero in front of single digit numbers. They will sort correctly when listed with double-digit numbers, e.g., 03, 06, 09, 12, etc., instead of (12, 3, 6, 9.)

Apply Payment Plan Templates

PaymentPlans_BookingTab.png

Once payment plan templates have been created, you can search for them on:

  • The booking tab of an event.
  • The Custom Booking page.
  • The Pay Now function beside an attendee's name.
  • The Pay Now function on a facility rental agreement.

Just start typing at least three characters of the name of a plan and the system will list possible choices for you to select from.

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Customize Payment Plans

This is a PerfectMind Enterprise feature

For facility reservations that don’t fit the schedule of a regular payment plan, you can customize payments in the shopping cart by specifying the frequency, dates, amounts, or percentages.

Access the Customization Window
  1. As shown above in create a payment plan, select Custom as the Frequency option and apply the template in the Booking tab of the event editor.
  2. Click Pay Now beside a facility rental agreement and be sure to select the custom payment plan.
  3. In the shopping cart, under Pay Later, beside Custom Payment Plan, click Edit.

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Customize the Payments

A schedule of payments will display according to the frequency you specified in the template.

  1. Beside Set Installment By, click Amount or Percentage.
  2. Select the date of the first payment and enter the payment value. Just enter numbers including up to two decimal places, for example, 12.5 or 55.00. The system will add a percentage symbol or dollar sign. Repeat for the remaining payments. If desired, click Add Another Installment for additional rows, or click the X at the end of a row to delete it.
  3. Click Continue. The system keeps a running tally for you and will display an error if the payments do not add up to the total.
  4. Select the payment types and billing start date, and complete the transaction.

CustomPaymentPlan_Installments.png

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