Once a payment plan has been created for a client, you still have the option to edit the payment plan and its installments.
- Edit a payment plan's settings
- Cancel pending payments
- Pause payments for ongoing payment plans
- Process an installment payment
- Record a payment
- Skip an installment
- Adjust installment dates
Navigate to My Practice > Billing & Payments > Payment Plans. You can also navigate to Billing & Payments > Payment Plans in your client's record. Click View next to your client's payment plan to see the payment plan's details page.
Edit a payment plan's settings
To edit the settings of a payment plan, click Edit plan. You can edit the name and description of the payment plan and also adjust how you would like to process any payments for any pending/scheduled installments:
Send invoices to client for payment will create and automatically send invoices to your client at the installment date. This is useful if your client does not have a credit card on file, or if you'd like your client to pay at their convenience.
The Charge card on file and Charge card if available methods will attempt to process the payment using the credit card stored on file for your client.
If you are the team owner, you also have the ability to update the Billing mode to Managed or Unmanaged:
Once you update these settings, they will apply to all pending/scheduled installment payments.
For more information on Managed Billing, click here.
Cancel pending payments
If you'd like to cancel the payment plan for your client, click Cancel pending payments. Once you confirm that you'd like to cancel it, all pending/scheduled installment payments will be cancelled.
Canceling pending payments will not affect any installments you have already collected payment or sent invoices for.
Pause payments for ongoing payment plans
For any payment plans set to collect ongoing, recurring installments, you will have the option to Pause payments. Ongoing payment plans will be marked by the Ongoing status:
When the ongoing payment plan is paused, any upcoming installment payments will be skipped.
You can resume payments at any time by selecting Resume payments. The resumed payments will be based on the next available, scheduled installment date.
For example, if your ongoing payment plan collects payment on the 1st of every month, and you resume payments on January 3rd, the next installment will be scheduled for February 1st.
Process an installment payment
Here, you'll have the option to process upcoming payments before the scheduled payment date. If your payment plan type is set to charge a credit card on file, you can process an upcoming payment at any time. Find the next scheduled installment payment and click Process Now.
Record a payment
If you’d like to record a payment for the upcoming payment installment, click on the More options button (3 dots) beside the payment and choose Record a payment. Enter details, Add. This is a good option if, for example, you've collected a cash payment in person.
Skip an installment
Skipping an installment payment effectively ignores this payment and will not reschedule it. Click on the More options button (3 dots) > Skip installment.
Adjust installment dates
If the payment plan has been set to Collect installments for an existing balance or Collect a fixed number of installments, you have the option of changing the dates for any upcoming installments.
Click on the More options button (3 dots) > Change installment date. A popup will appear with the option to set the new date and time for the installment. Click Update to save the new date/time for the installment.
Installments can be scheduled any time from 30 minutes after the current day/time.
Article is closed for comments.