If a customer cannot pay their balance in a lump sum, create a payment plan to break the balance into affordable scheduled payments.
🚧 This feature is currently under construction 🚧
Sometimes a customer cannot pay their entire balance upfront, however, they can afford to make smaller payments at scheduled intervals. To account for these situations, we've included a "Schedule Payment" option that can be found in all Payment sections of AR Workflow.
Once set up, AR Workflow will auto-magically pull the money from the customer's credit card or bank account (ACH) on the pre-scheduled interval.
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Navigate to the Pay option using one of the methods above or from the + Quick Action drop-down at the top of the AR Workflow software.
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Rather than selecting Pay Now, choose the link for "Schedule Payment".
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Choose the Payment Method and enter the details.
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Once this step is done, select NEXT and move to the schedule screen.
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Select an installment amount.
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Set up an interval to collect this payment.
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Create the Payment Schedule and that's it! The system will automatically pull the money out on the designated schedule.
Navigate to the Payment tab to view, edit, and modify payment plans.