Payment Plans

This sub-section contains a record of every Payment Plan created for a customer. Each Payment Plan is indicated by a clickable "card" that opens up a sidebar, letting you view important details such as the Number of Installments, Next Payment Date, Payment Method, and related Invoices. 

• Sent: A payment plan that has been sent to a customer but has not been approved. Prior to a payment plan being active, it must be approved by a customer

• Active: A payment plan that has been approved by a customer

• Cancelled: A payment plan that has been cancelled. Please note that a payment plan is automatically cancelled if it is not approved by the first installment date and/or if any installment payment fails 

• Completed: A payment plan whose installments have been fully paid

To create a payment plan, you must first select an invoice(s) from the Outstanding Invoices table, which can be found in either the Invoices or Customers sections.

If you select multiple invoices, click the  "More" button at the bottom right of the screen and click "Payment Plan."

If selecting a single invoice, click on the three dots found on the right-hand side of the table when hovering over a row. Next, select "Payment Plan" from the dropdown list that appears.

You can also create a payment plan using the "More" button found in the outstanding invoice sidebar.

1. Select the payment method

2. To add installments click

3. To delete installments click the icon

4. Adjust the installment payment dates and amounts as desired

5. Click Add Payment Plan

Please note that payment plan payments are run at 3AM ET.

To reduce chargeback risks, Suppli requires that every payment plan be approved by a customer.

Thus, after you click "Add Payment Plan," Suppli automatically sends an email and text notification to your customer asking them to approve the payment plan. 

Once your customer approves, the payment plan will be Active and the installment payments will automatically process per the terms of the plan.

Payment plans that require approval are indicated by a "Sent" status.

Payment plans that have been approved an "Active" status. 

A payment plan cannot be created if you have selected invoice(s) that have a pending payment or are already part of an existing payment plan. Additionally the payment plan option will not appear if you have selected invoice(s) across multiple customers. 

Depending on your Payment Settings, payment plans processed using cards may incur convenience fees.

A payment plan can be cancelled at any time before its completion. To cancel a payment, select a payment plan from Customer Payments and click "Cancel Payment Plan" in the sidebar.

Once a payment plan has been canceled, it will be marked by a "Cancelled" badge, and future installment payments will no longer be processed. Please note that payments processed prior to canceling a plan will not be affected by this action. 

Payment plans are automatically canceled if any one of the following events occur:

• A payment plan is not approved prior to the scheduled first installment

• The payment method fails for a payment plan installment