Create/Edit Payment Plans

Payment Plans allow customers to pay for a Season Package in multiple installments. The total number of payments and the due dates for each installment can be configured in the Payment Plan settings. In order to apply a Payment Plan to a Season Package, the Payment Plan must be created first before building the Season Package. 

To view or create a Payment Plan, locate the Payment Plans tab in the left hand navigation menu. On the Payment Plans page there is a list of Payment Plans, and below it there is a transaction log of installment payments for all Plans.

The list of Payment Plans details start and end dates, frequency, number of payments, and the first payment due date. The Active column indicates the status of the plan (i.e. unarchived or archived); unarchived plans will display a check mark while archived plans will display an X.

Create a New Payment Plan

To create a new Payment Plan click the “+ Create Payment Plan” button on the top right.

Payment Plan Basic Info:

• Name the plan.
• The “External Description” is required, and will be displayed at checkout in the Payment Options section, underneath the Payment Plan name.
• The Internal Description, Support Message, and Plan manager Email fields are optional.
• Under Effective Dates, select the Start and End date of the Payment Plan to set the first and last days that the Plan will be displayed as a payment option at both consumer checkout and on admin sales.

Payments Information:

• Choose the Payments Frequency and how many total payments the plan will be split into in the Number of Payments field.
  • Payment Plan functionality is designed to collect full payment for each event prior to the event date. Depending on how the payment plan is configured for frequency/duration/cadence, this may mean each installment is not an equal amount.
• It is critical the below conditions are met - otherwise, the Payment Plan will not display as a payment option during checkout:
  • The “1st Payment Due Date" should be in the future, but before the first event in the Package takes place. 
  • The final installment due date should be before the final event in the Package takes place.
• Please note that when a customer completes a Season Package purchase using a new Payment Plan, the first installment must be paid in full at checkout regardless of the first installment date in the Plan. However, the “1st Payment Due Date” will be used as the first installment date for any Season Package Renewals utilizing the Payment Plan. 
• At the bottom of the Payment Information section, a Payment Plan Schedule will appear based on the selections made, reflecting the due dates for each installment within the plan. Once you are finished making selections, scroll to the top of the page and click the “Save Payment Plan” button to finish creating the new Plan.

Edit a Payment Plan

The settings of an existing Payment Plan can be edited by locating the Payment Plan and clicking the ellipsis button on the right, then selecting “Edit Plan” from the Actions menu. On the following page, any of the settings or selections made when creating the Plan can be changed.

Top Tip

It is possible to edit the Effective Dates and Payment Due Dates after a Plan has been built and used, however any in-progress Plans will not be affected by edits. The changes would only be applied for customers who are purchasing a new Package and selecting to pay with the Payment Plan after the edits have been made. 

For this reason, best practice when changing installment dates or amounts of installments is to end the current Plan by setting the Effective date in the past and creating a new Payment Plan instead. The customers on the first plan will not be affected, and will still have the installment due dates initially set. 

Payment Plans Detail

This section at the bottom of the Payment Plans screen shows the log of Payment Plan transactions, including successful payments as well as overdue payments and the associated errors. 

The “Filters” button at the top of the Payment Plans Detail section brings up filter options to limit the transactions displayed in the list below. Results can be filtered by Payment Plan, Plan start/end date, and Plan status.

The transactions in Payment Plans Detail list can be downloaded as a CSV by selecting the “Download All Transactions” button at the top of the section. 

Specific payment transactions can be searched for by Order ID or customer email address in the search bar on the top right of the Payment Plans Detail section.

On the far right under the Actions column, if the ellipsis button is clicked, then the following options appear:

• View Customer Plan - This will take you to a page displaying the details of this customer’s Payment Plan, including their total, remaining balance, past installment statuses, and upcoming due dates. Under the Actions menu on each upcoming payment, there is an option to Defer Installment, which adds that installment balance to the next installment so both installment amounts are due at the date of the later installment. This action is only allowed once per customer per Payment Plan. Making a custom payment or paying off the plan in advance are also possible on this page under the Actions menu.
• Make a Custom Payment - This option allows for an additional payment of a custom amount to be made on the customer’s plan, using the card on file. The custom payment amount will be applied to the next upcoming installment first. If the custom payment amount exceeds the next installment amount, then the remainder of the payment will apply to the next installment(s) after that. 
• Pay Off Plan - This will pay off the entire remaining balance on the Plan immediately using the card on file.
• Retry Payment - On a failed payment, this option will be available. Retrying the payment will run the payment again for the failed installment using the card on file.