Payment Plan Plus: Receive Payment for Payment Plan Bill

To receive a payment to the payment plan, go to Customers → Accounts Receivable → Receive Payments →  and search for the client. From there, be sure to click the “Pay to Payment Plan” tab.

1. Select the payment method and enter the amount.
2. Select the line items to be paid.
3. Click the Pay button.

• Clients can also pay their Payment Plan Plus bill via the customer portal. All payment plan payments are added to the customer account.  The money can only be applied to invoices that are part of that payment plan.