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Add an add-on payment plan

If you wish to add a regular separate payment amount to your existing customer debits, you can do so by attaching an add-on payment plan to the customer's main payment plan. This way, you don't have to create a separate customer record for the same person or modify the regular payment amount.

However, you need to take note of the following conditions.

• A customer cannot have an add-on payment plan without a main payment plan.
• You can only attach an add-on payment plan to a customer that has a main payment plan with the following direct debit instruction.
  • Billing is ongoing and will not end automatically.
  • Billing ends after a number of debits are collected.
  • Billing is once-off.
• A customer may have multiple add-on payment plans in addition to the main payment plan.
• The add-on payment plan(s) will follow the same billing frequency as the main payment plan of the customer.

See instructions on how to create an add-on payment plan.

Here are the steps to add an add-on plan to an existing customer.

1. Go to the specific customer's page.
   

How to access the customer's page

1. Select the Customers module from the top navigation bar.
2. Enter the desired customer's name in the Search Customer field.
   Alternatively, select Name to reveal a dropdown list of other search options. You can also search for a customer by his or her Ezypay No. or Reference No.
3. Press Enter.
4. If there is only one customer matching your search criteria, then you will be directed directly to the customer's page.
   If there are more than one customers matching your search criteria, then you will see a list of names. Select the desired name.

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2. In the customer's page, select the Payment Plan tab.
   
3. Select Add to Main Payment Plan.
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4. In the pop-up window:
   
   1. Select the desired Add-on Plan. The Amount will auto-populated as dictated by the selected add-on plan.
      
   2. Select the Start date for the add-on plan to be applied. The list of available dates correspond to the next 5 available debits for the customer.
   3. Select how the add-on payment plan will End.
      • Ongoing until main payment plan ends: This means the payment for the add-on plan will end when the main payment plan ends.
      • After <a specified date>: This means the payment for the add-on plan will end on the debit preceding the specified date.
   4. Select Save Changes.

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The add-on payment plan is listed below the main payment plan.

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