Customer Support

How to Setup Recurring Payment Plans

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Recurring Payment Plans are available if your organization is using WePay as your credit card gateway and the functionality has been added to your site.


 Recurring Payment Plans can be setup in two ways:

  1. Individually for each Program Offering:
    • Once you have created your new program, on the 1 Setup page set Multiple Payments = Payment Plans and click the Save button.
    • Click on the 2 Configuration tab then click the Payment Plan Setup button.
    • Select an Offering from the dropdown list.
    • Select the Total # of Payments from the dropdown list.
    • Enter the 1st Payment amount (this is paid by the customer at the time of registration).
    • Select the Frequency, either Monthly or Custom (Custom allows you to set specific payment dates).
    • Adjust the amounts and Payment Dates as needed.
    • Click the Save button.
    • Now when the customer is enrolling, they can choose to either use the Payment Plan you have defined or pay the full amount of the order.
  2. By an admin for a customer with an existing balance:
    • Go to your customer's Account Overview page.
    • Scroll down to the bottom of the page and click on the Add Payment Plan button.
    • Select the Plan Type.
    • Type in the Total Amount.
    • Set the First Payment date.
    • Select How Many Payments.
    • The Monthly Amount will be calculated for you.
    • Type in the Credit Card Information.
    • Now on each specified date, the customer's credit card will be charged the amount you have setup.
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