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Navigate to the Plans page by clicking the PLUS icon next to Recurring Payments under Payments in the left-hand navigation panel to open the Recurring Payments drop-down. Click Plans in the drop-down menu.
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Plans Features
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Plans Information BannerThe Plans Information banner displays an overview of the plans and subscriptions under your account , and allows you to add a new plan. To add a plan to your account, follow the steps below:
Plans TableThe Plans Table displays all of the plans under your account, and includes the following information: | ||
Plans Table Column Names | Description | |
Name | The name of the plan. | |
Schedule | Indicates how often the plan will incur a charge for the customer. | |
Amount | The transaction amount in dollars. | |
Status | Approved, Pending, or Voided. Hover over the icon to view details about the status. | |
Subscriptions | The number of subscriptions associated with the plan. | |
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Note: Plan details can also be found in the Plan Tab on the Subscription Details page. |
Plans Table Customization Options
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Plans table:
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Plan Data
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Related Pages
Click the links or items in the Recurring Payments page to access any of the following pages:
The Plans page displays a list of payment plans associated with your customers’ subscriptions. On this page, you can add a new plan or access more information about a specific plan.
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Note: A 'Plan' is the amount and frequency that a customer will be charged. 'Subscriptions' assign customers to the Plan. First create a Plan, and afterwords you can add Subscriptions to the Plan. For more information on subscriptions, open the Recurring Payments and Subscription Details pages. |
Navigate to the Plans page by clicking the PLUS icon next to Recurring Payments under Payments in the left hand navigation panel to open the Recurring Payments drop down. Click Plans in the drop down menu.
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Plans Features
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Plans Information BannerThe Plans Information banner displays an overview of the plans and subscriptions under your account, and allows you to add a new plan. To add a plan to your account, follow the steps below:
Plans TableThe Plans Table displays all of the plans under your account, and includes the following information:
Plans Table ActionTo view more details about a specific plan listed in the table, click any information in the table row to open the Plan Details page.
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Plans Table Customization Options
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
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Plan Data
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Related Pages
Click the links or items in the Recurring Payments page to access any of the following pages:
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