TEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Finance > Payment Plan Template.
Setting Up Your Payment Plan Template
In this configuration, you can define important settings to organize the types of payment plans available for your clients. You can set:
Flexibility of Installments:
Determine how flexible the installment terms will be.Plan Description:
Add details such as duration and the number of installments.Down Payment Amount:
Specify the value required upfront.Payment Method:
Define the method of payment (e.g., card, bank transfer).Installment Limit:
Set the maximum number of installments allowed.
Managing Your Templates
Once your plan is saved, you can:
Set Favorite Templates: Highlight your preferred templates for easy access.
Restrict Templates by Program Categories: Limit specific templates to certain program types.
Edit Templates: Make adjustments to your templates later, if necessary.
If you still have questions, please contact support or reach out via WhatsApp.