Navigate To Customer Payment Plan

1. Click on Customers.


2. Click on Search.


3. Click on Name and select search filter, e.g., 
    Name, Account#, Phone or Address.

4. Enter search phrase in Search field.

5. Click on Search.


6. Click on desired search result.


7. Click on Settings.

8.  Click on "New" beneath Payment Plan.

9. Enter into Monthly Payment field the monthly payment amount. 10.  Click on Create Payment Plan.