Request a Payment Plan

Your customers can request payment plans through the Customer Portal, allowing them to break up larger invoices into easier-to-manage chunks.

To request a payment plan, the customer must log in to their Customer Portal.

Step 1

On the right, navigate to Request Plan.

Step 2

Once Request Plan is clicked, scroll down to view the Payment Plan options.

Step 3

Choose the Total Amount, Down Payment, and Frequency (Daily, Weekly, or Monthly), and Number of Payments.

Step 4

When the request is sent, the following confirmation message will appear: