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Payment Plans

When you create a payment plan, you are dictating the details of the customer's direct debit instruction. So a payment plan can be liken to a template in which the type, amount, date and frequency of the debits are fixed.

Benefits of payment plans to your business:

You can easily make it available for your customers to sign up online on their own. See topic: Online signup.
Faster and more accurate data entry when adding customers to the system.
Eliminate the need to calculate payment instruction using the calendar.
Enabling your Level 1 users to add customers into the system. See topic: User roles and permissions.
All users will be able to see what plan or subscription the customer has signed up for.

From the Payment Plans page, you can perform the following tasks.
Note: Level 1 users do not have access to the Payment Plans module.