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Manage Plans
Effortlessly establish binding recurring payment arrangements with your customers.
- What to do and what not to do if a customers payment is unsuccessful or failed
- How do I generate plan templates URL's and QR codes?
- What happens if I cancel a plan within the minimum term?
- How do I set up a one time payment for a customer?
- How do I pass the transaction fee on to the customer?
- How do I cancel a plan?
- Why has a payment failed or been unsuccessful?
- How do I know the status of a plan invite I have sent out?
Creating a plan
- How do I set the first payment to be debited at a certain time?
- How do I create a custom bespoke plan for a customer?
- How do I create a plan template?
- How do I suspend a plan?
- How can I calculate between weekly and monthly instalments?
- How do I set a minimum number of payments to a plan?
- How do I add extra fields to plans to gather additional information from my clients during the sign up process?
- How can I charge an additional amount on a customers first payment?
- Can I add special conditions or terms and conditions to a plan?
- How do I set up payment frequencies to be weekly, fortnightly, monthly or other time frames?
- How do I put in the payment amount I would like debit?
- How do I create a plan name?
- How do I set a plan up to continue to take payments after the minimum term?