How to setup Payment Plans

Sahand Moussavi Updated by Sahand Moussavi

Step 1

To create a Payment Plan, click on +1 Recurring button at the top right of your screen

On the Plan Description screen, you will be asked to set up the terms, amount and recurrence of the payment plan.

The following fields are required:

  • Total Plan Cost
  • Billing Start Date
  • Recurrence
  • Amount per Installment
  • Number of Payments

Note: By entering in the Amount per Installment, the Number of Payments will automatically adjust. The oppostite is true as well, by entering in the Number of Payments, the Amount per Installment will auto adjust.

By default, the Payment Plan will be on Static mode, but if you click Dynamic, you will be allowed to enter custom amounts for each payment recurrence:

Step 2

Once the Plan Description has been completed, click Continue to move on to the Billing Information. Only the First and Last name are required, but it is recommended to enter in all fields including email and patient account number.

Step 3

Once you finish entering the billing information, click Continue to review the plan information and billing details. This page will give you a chance to review the payment plan details including amount, payment schedule, start date and billing information.

Step 4

After reviewing, click on Proceed to Payment to move forward to the final step:

On the Payment Information page, enter the card information and set your number of retries. Patient Account Number and Invoice Number fields are optional on this page. Once the payment information is entered, click Process to activate the payment plan.

Step 5

Click Done on the pop up and you will be redirected to the Payment Plans dashboard.

To review or cancel a payment plan, click on the three dots under Actions next to the payment plan. You can review the plan information, payment schedule and completed payments. You can also Cancel a payment plan.

How did we do?

Video: How to Process a Refund

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