• Open an existing Customer
• Add a Payment Plan
• Send the Enrollment Link to the Customer

• Set the amount you want to charge them.
• How often you want the charge to happen
• Start Date of the Payment Plan
• Category

Send the enrollment link to the customer.

The customer will receive the following Text Message:

After they enroll their card, the payment plan will reflect the new payment method.

You will also be notified by email that the customer has placed their card on file.