This option will help when you want to toggle a payment plan to autopay or change the payment method currently being used. Click here to learn more about making a payment plan offline.
- Go to Leads > edit Lead > edit Agreement.
- Click Change to update the payment plan.
- Select the payment method being used for autopay. Click Ok when you are done.
IMPORTANT! This action will turn the payment plan to autopay and payments will be run that day/evening IF a payment is due or overdue.
Please sign in to leave a comment.