Creating a Payment Plan

Modified on Mon, 18 Oct 2021 at 09:36 AM

From within the products editor, you can now enable a pricing plan on any of your products. To get to the product editor select the "Products" button in the POS drop down menu. then click "options", "edit" on any product you wish to edit or select the "new product button" in the top left.  When the product editor opens, just go to the "Pricing Plans," area where you can see all active payment plans.



Each payment plan will display the plan's title, the number of payments and the total balance of the payment. You will also be able to activate/deactivate plans, edit or delete them. To add a new plan, just click the green "Add New Plan," button at the top of the product editor.


Upon doing so, you can create a new plan which you can name whatever you'd like. Click the green button to add a new scheduled payment.


The first payment will be due at registration. From there, your following payment will be scheduled based upon a given set of time following the down payment. In the same fashion, the following payment will then be scheduled based upon a given set of time following the second payment. You can choose a custom number of days, weeks, months and years in between payments.



Click "Apply," once you are all set with your payment and then it will be added to the list of active payment plans associated with the product.



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