Follow this guide to create and manage payment plans on the Cashflow.io platform.
TIP: Once a customer enters their payment information for the first payment, all subsequent payments are automatically processed based on the payment plan created using their tokenized payment details.
1. On the upper right of the page, click the Account Menu and select Settings.
2. You will be directed to the Settings page. Select the Payment Plans section.
3. In the Payment Plans page, use the toggle to active a payment plan and the icons to modify or delete a payment plan. Select the Add Payment Plan button to create a payment plan.
4. Add Payment Plan window will open allowing you to select the surcharge percentage of the time, the number of payments, the interval and starting date. As the plan is created, the dynamic preview will change below. When completed, select Save Payment Plan.
NOTE: Payment plans can also be created during the creation process of a payment request. Select Add new plan in the payment terms section to quickly create a payment plan.
