Add a Payment Plan, Part 1
In this lesson: Create a payment plan: which payment methods it accepts and how much is due when.
Step by step
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Step 1: Open a new payment plan
Click the plus symbol at the top and select New Payment Plan.
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Step 2: Name the plan and choose payment methods
Give the plan any name you like, for example Multiple Payment Types, and choose its payment methods: credit card, wire, purchase order and check.
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Step 3: Set the status and stages, then save
Set the status to Active, choose the stage type Fixed Percentage, set 100% to be paid on booking, and save.
Tip: A payment plan can apply to a direct client charter or to a farm-in charter from another vendor.
Show full transcript
Payment plans can be applied either to a direct client charter or to a farm-in charter from another vendor.
To add a new payment plan, click on the plus symbol at the top, select new payment plan. Now you've arrived at the new payment plan screen. So you want to add a new payment plan. Let's select the name Multiple Payment Types. You can type in any name you like.
We choose the payment methods: credit card, wire, purchase order, check. Then set status to active. Select stage type fixed percentage. We want a percentage on booked. So we want 100% paid on the booking. So now we can save it. And the payment plan is saved.
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