You can only add a scheduled payment plan if using Stripe as your payment provider. For further information on setting Stripe as your payment provider, see the Stripe topic.
To add a Scheduled payment plan, complete the following steps:
- Select the Scheduled Payment Plan radio button from the Type of Plan options
The Add Payment Option displays, as illustrated below:
- Enter a name for the payment plan in the Scheduled Payment Plan Title text box
- Select the payment plan to use
You 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:
Select the option to add from the list.
- Select the Or browse payment plans link. Your configured payment options are listed, as illustrated below:
Select the range that contains the starting character of your payment option name. The relevant payment plans display as illustrated below:
Select the payment plan to add. The payment plan information displays.
- 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:
- Select the Add to Schedule button
- Repeat steps 3 and 4 to add subsequent payment plans to your schedule
- Select the Add button to save your scheduled payment plan and return to the Add a Product screen. Selecting the Cancel button displays the Add a Product screen without saving the payment plan