--- title: Create/Manage Payment Plans description: Follow this guide to create and manage payment plans on the Cashflow.io platform. --- [Skip to content](https://support.cashflow.io/creating-a-payment-plan-1#main-content) - [English](https://support.cashflow.io/creating-a-payment-plan-1) - [Français](https://support.cashflow.io/fr/création-dun-plan-de-paiement) English Show submenu for translations [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new?hsLang=en) ![1ef9feff-d100-41b2-b671-44bcd32aa593](https://support.cashflow.io/hs-fs/hubfs/1ef9feff-d100-41b2-b671-44bcd32aa593.png?width=311&height=75&name=1ef9feff-d100-41b2-b671-44bcd32aa593.png) Open main navigation Close main navigation - - [English](https://support.cashflow.io/creating-a-payment-plan-1) - [Français](https://support.cashflow.io/fr/création-dun-plan-de-paiement) English Show submenu for translations - [SUBMIT TICKET](https://support.cashflow.io/kb-tickets/new) - [Homepage](https://cashflow.io/) [Homepage](https://cashflow.io/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.cashflow.io/?hsLang=en) 2. [Receivables](https://support.cashflow.io/receivables?hsLang=en) 3. [Payment Request](https://support.cashflow.io/receivables?hsLang=en#payment-request) # Create/Manage Payment Plans ## Follow this guide to create and manage payment plans on the Cashflow.io platform. Creating and managing payment plans on Cashflow.io allows you to offer flexible payment options to your customers, helping streamline collections and improve cash flow. This guide will walk you through the simple steps to set up, customize, and manage payment plans, ensuring a seamless experience for both you and your customers. **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**.![](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-07-26%20105516-png-3.png?width=421&height=307&name=Screenshot%202024-07-26%20105516-png-3.png) 2\. You will be directed to the **Settings **page. Select the **Payment Plans** section. ![Screenshot 2024-09-10 140932](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-09-10%20140932.png?width=688&height=313&name=Screenshot%202024-09-10%20140932.png) 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. ![Screenshot 2024-09-10 141113](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-09-10%20141113.png?width=688&height=316&name=Screenshot%202024-09-10%20141113.png) 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**.  ![Screenshot 2024-09-10 141821](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-09-10%20141821.png?width=302&height=474&name=Screenshot%202024-09-10%20141821.png)   **NOTE:** Payment plans can also be created during the creation process of a [payment request](https://support.cashflow.io/creating-a-payment-request-1?hsLang=en). Select **Add new plan** in the payment terms section to quickly create a payment plan. ![Screenshot 2024-09-10 150028](https://support.cashflow.io/hs-fs/hubfs/Screenshot%202024-09-10%20150028.png?width=494&height=252&name=Screenshot%202024-09-10%20150028.png)       - [News & Updates](https://support.cashflow.io/news-updates?hsLang=en#main-content) - [Feature Releases](https://support.cashflow.io/news-updates?hsLang=en#feature-releases) - [Improvements](https://support.cashflow.io/news-updates?hsLang=en#improvements) - [Getting Started](https://support.cashflow.io/getting-started?hsLang=en#main-content) - [Videos](https://support.cashflow.io/getting-started?hsLang=en#videos) - [Quick Guides](https://support.cashflow.io/getting-started?hsLang=en#quick-guides) - [Account Management](https://support.cashflow.io/account-management?hsLang=en#main-content) - [Account Settings](https://support.cashflow.io/account-management?hsLang=en#account-settings) - [Membership](https://support.cashflow.io/account-management?hsLang=en#membership) - [User Management](https://support.cashflow.io/account-management?hsLang=en#user-management) - [My Profile](https://support.cashflow.io/account-management?hsLang=en#my-profile) - [Contacts](https://support.cashflow.io/account-management?hsLang=en#contacts) - [Receivables](https://support.cashflow.io/receivables?hsLang=en#main-content) - [Manual Payment](https://support.cashflow.io/receivables?hsLang=en#manual-payment) - [Payment Request](https://support.cashflow.io/receivables?hsLang=en#payment-request) - [Receivables History](https://support.cashflow.io/receivables?hsLang=en#receivables-history) - [PayLink](https://support.cashflow.io/receivables?hsLang=en#paylink) - [Recurring Payments](https://support.cashflow.io/receivables?hsLang=en#recurring-payments) - [Payables](https://support.cashflow.io/payables?hsLang=en#main-content) - [Domestic Payments](https://support.cashflow.io/payables?hsLang=en#domestic-payments) - [Cross Border Payments](https://support.cashflow.io/payables?hsLang=en#cross-border-payments) - [Integrations](https://support.cashflow.io/integrations?hsLang=en#main-content) - [QuickBooks](https://support.cashflow.io/integrations?hsLang=en#quickbooks) - [Bring Your Own Payments (BYOP)](https://support.cashflow.io/bring-your-own-payments-byop?hsLang=en) - [eQuote](https://support.cashflow.io/equote?hsLang=en#main-content) - [Managing eQuotes](https://support.cashflow.io/equote?hsLang=en#managing-equotes) - [Customization & Templates](https://support.cashflow.io/equote?hsLang=en#customization-templates) - [Security](https://support.cashflow.io/security?hsLang=en) - [Partners](https://support.cashflow.io/partners?hsLang=en#main-content) - [Partner Setup and Operations](https://support.cashflow.io/partners?hsLang=en#partner-setup-and-operations) - [Merchant Referrals](https://support.cashflow.io/partners?hsLang=en#merchant-referrals) - [FAQ](https://support.cashflow.io/faq?hsLang=en) [![Chill listening crop-3](https://support.cashflow.io/hs-fs/hubfs/cropped-favicon-32x32-2.png?width=24&height=24&name=cropped-favicon-32x32-2.png "Chill listening crop-3")](https://cashflow.io) Cashflow.io - Support Center Copyright © 2025, Cashflow.io