Payment Plan Manual Payment (Make a Payment)

One of our Payment Plan management features is the ability to run a manual payment for any amount equal to or less than the remaining balance of the plan. From time to time, customers on a payment plan may want to pay a payment in advance, or pay a little extra, and when they reach out to you, you will have the option to manually run a charge towards their remaining balance.

NOTE: Manual Payment Amounts that are greater or less than a scheduled payment amount will affect the amount that will be collected on remaining scheduled payments

Manual Payment amounts that are LESS THAN the amount scheduled will lower the amount that will collected on the FINAL/LAST automatic payment scheduled

Manual Payment amounts that are GREATER THAN the amount scheduled will count towards a full scheduled payment and lower the amount that will be collected on the FINAL/LAST automatic payment scheduled

To get started, be sure to navigate to your customer's Payment Plan record. From here, click the 'Make a Payment' option

Next, just enter an amount to charge towards the Payment Plan balance. You also have the option to add a note that will be stored in the 'History' feed. Once configured, confirm that the amount shown in the 'Charge' button is correct, and click 'Charge $---'

Just confirm the charge, and you are all set!

Once charged, be sure to note the customer's next bill date, as you may need to change this, depending on what you have worked out with your customer.

Questions? Let us know at Support@Spiffy.co