{"id":7700,"date":"2021-03-04T11:34:15","date_gmt":"2021-03-04T11:34:15","guid":{"rendered":"https:\/\/www.splitit.com\/faq-article\/creating-a-payment-plan-in-the-merchant-portal"},"modified":"2024-05-05T18:38:27","modified_gmt":"2024-05-05T17:38:27","slug":"creating-a-payment-plan-in-the-merchant-portal","status":"publish","type":"faq","link":"https:\/\/www.splitit.com\/faq-article\/creating-a-payment-plan-in-the-merchant-portal\/","title":{"rendered":"Creating a Payment Plan in the Merchant Portal"},"content":{"rendered":"
Creating a new payment plan is easy.\u00a0<\/span><\/p>\n \u00a0<\/p>\n Step 1:<\/strong> Enter the Order Details. The order number is optional (for example: invoice number, salesperson name, etc.)<\/span><\/p>\n <\/p>\n Step 2:<\/strong> Choose between two Installment Options<\/span><\/p>\n <\/p>\n Step 3:<\/strong> Select the order type:<\/span><\/p>\n <\/p>\n The shopper will physically sign the purchasing agreement with a stylus or on a printed copy in-store.\u00a0<\/span><\/p>\n <\/p>\n \u00a0<\/p>\n For phone orders, you can enter the payment details and payment method over the phone with the customer. Next, you will send them a Confirmation Link via email to \u2018<\/span>Approve Plan\u2019<\/strong>. This link will redirect the shopper to the approval page.\u00a0<\/span><\/p>\n <\/span><\/p>\n Enter Order Details and select the installment option(s) you would like to offer. Next, send the link to your customer via Email or Mobile Phone to select their plan length and finish the payment process.<\/span><\/p>\n <\/span><\/p>\n \u00a0<\/p>\n","protected":false},"comment_status":"closed","ping_status":"closed","template":"","faq_category":[105,96],"acf":[],"yoast_head":"\n\n
In-Store Purchases<\/span>
\n<\/h2>\nPhone\u00a0order<\/span>
\n<\/h2>\nSend Link<\/h2>\n