How to: Edit 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 edit

Click the "edit" button in the desired Payment Plan row to start the process.

Permissions are required to edit Payment Plans.

3

Enter details

In the popout, enter the relevant details for your Payment Plan.

You may archive a Payment Plan by toggling the "archived" switch to "on".

See the creation guide for details on the individual properties of a Payment Plan.

4

Save

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