Zephr User Guide

Add a Regular Plan

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To add a Regular payment plan, complete the following steps:

  1. Select the payment plan to useYou can select a payment plan in the following ways:
    • Start entering the name of the payment option in the text box, options that match the characters that you enter are listed as illustrated below:

      Enter name of plan

      Select the option to add from the list.

    • Select the Or browse payment plans link. Your configured payment options are listed, as illustrated below:

      Browse plans

      Select the range that contains the starting character of your payment option name. The relevant payment plans display as illustrated below:

      Matching plans

      Select the payment plan to add. The payment plan information displays.

  2. Select the appropriate Billing Cycle radio button to define the billing period. The options are as follows:
    • Recurring

      Select this to set the next billing period as defined in your payment provider settings.

    • Custom

      Select this to override the billing cycles defined in your payment provider settings. A text box displays, as illustrated below:

      Custom Billing Cycles

      Enter the number of times you want to repeat the billing cycle in the text box.

      For example, if your payment provider settings define a perpetual billing cycle, you can override the recurrence by entering the number of cycles in the text box.

  3. Select the Add button to add the payment plan and return to the Add a Product screen. Selecting the Cancel button displays the Add a Product screen without adding the payment plan