How to setup a payment plan with a client

How to setup a payment plan with your client

To setup a payment plan, follow the steps below:

Note: Superset supports monthly and weekly payment plans.

Go to your Clients page
Select and click on the client that you want to create a payment plan for
Click the "Payments" sub-nav link or scroll down to "Payments"
Select “Add payment offer” and choose your desired payment type (recurring, pay in full, or installments)
If the payment type is recurring, input the price, type (monthly or weekly), and interval
If the payment type is installments, input the amount per payment and the number of installments
Select “Create offer” and copy the offer link to send to your client.
To cancel the offer and create a new payment plan, select “Remove” and “Remove offer” and repeat steps 2-4

Need help or running into problems? Contact us here.

Updated on: 15/02/2024