Create New Payment Plans
Create Plan in the left-hand menu brings up a window with several options for creating plans.
1. Select Your Merchant and Store
Begin by selecting your desired merchant from the dropdown, then your desired store (you can use the “x” to close a selection)
Click Continue.
2. Add Order Details
Expand the Add Order Details section by clicking on the down arrow at upper right.
Fill in Total Plan Amount, select the currency and add an optional Order Id/Number. Make sure all details are accurate, then click Continue.
3. Send Plan to Your Shopper
You have four options for collecting payment from your shopper: a Payment Form Link, Email, SMS or QR Code.
Link
Click Copy Link, then provide your user with the link, which will take them to checkout with a payment form.
Clicking Email allows you to enter an email to send the plan to.
SMS
Clicking SMS lets you enter a phone number to send the plan to.
QR Code
Scan QR provides you with a QR Code the shopper can scan.
