How to: Create Payment Plans

Payment Plans apply only to Sessions that allow Payment Plans. All other purchase types (e.g. Registration Categories, custom invoices, etc.) do not support Payment Plans. At checkout, an Account owner must select to use a Payment Plan as they are not automatically applied.

1

Navigate to Payment Plans

Navigate to the "Payment Plans" page (link) by clicking on the "Administration" navigation menu and selecting the "Payment Plans" option.

2

Click to add

Click the "add" button in the toolbar at the top of the page.

3

Enter details

Provide the details about your Payment Plan.

Property	Description
Name	The name of the Payment Plan. This value is shown in the Store
Description	The description of the Payment Plan. This value is currently only shown in the Registration service
Max payments	The total number of payments against the interval. Set this value to 1 to configure the Payment Plan for a single lump sum
Payment interval	The interval at which payment is collected.
Initial payment	The up-front, initial payment required. This value is ignored if the Payment Plan is a lump sum (1 payment)
Discount	The optional discount to apply to incentivize use of this Payment Plan
Archived	Indicates whether this Payment Plan is archived. This will prevent the Payment Plan from appearing in the Store

Permissions are required to create Payment Plans.

4

Save

Click "save" at the bottom of the popout to save your changes. This will reload the "Payment Plans" data grid.