← Back to Help Center
Creating Payment Plans
Everything you need to know about setting up payment plans
How to Create a Good Plan
How to Create a Good Plan Creating a payment plan is straightforward. Here's the complete process. Starting a New Plan From your dashboard, click Cre...
Customizing Payment Schedules
Customizing Payment Schedules While our suggested schedules work for most situations, you can create custom payment plans tailored to your specific ne...
What Customers See in the Portal
What Customers See in the Portal When you send a payment plan, your customer receives a secure link to a clean, simple portal designed to make accepta...