Starting a payment plan with cash? No worries, we've got you covered. Need to start a payment plan with cash? No problem! Just follow these simple steps: First, collect the initial cash payment by going to the client's profile, selecting "Client Balance," and entering the payment amount. Then, adjust the account balance by copying the initial payment, and set up a recurring plan by choosing your preferred plan, adding a discount, and confirming payment details. For future payments or changes, easily add more cash to the account balance and update upcoming payments. Just keep in mind that initial discounts might affect some reports.
Purchase the Plan
Step 1: Collecting the Initial Cash Payment
Open the client's profile.
Scroll down and select "Client Balance"
Select "Pay Balance."
Enter the amount of cash you want to pay for the first payment.
Choose "Cash" as your payment method.
Save
Step 2: Adjusting the Account Balance
Tap "Adjust Balance."
Enter the same amount as the first payment.
Choose "Charge an amount to client account."
Save
By now, you've successfully handled the initial payment using cash. Now, let's move on to setting up your recurring payment plan.
Step 3: Setting Up the Recurring Plan
Tap "Buy."
Choose "Plans."
Pick your desired plan and add it to the checkout.
Apply a 100% discount by selecting "Apply Promo or Discount."
If there's no card on file, add one and confirm it.
Go back to the client's profile, find the plan, and tap "View Details."
Make sure the payment schedule looks good.
Paying Future Payments with Cash
Once you've completed the steps above and want to pay with cash for future payments, follow these steps. This also works if you just want to adjust one or more payments.
Adding More Cash to Your Account
Visit the client's profile and tap "Client Balance."
Choose "Pay Balance."
Enter the amount of cash you'd like to add.
Select "Cash" again.
Save
Updating the Payment Method for Upcoming Payments
In "Active Plans," tap the three dots at the top right of the plan tile.
Choose "View Details."
Tap the edit icon next to the upcoming payment amount.
Change the payment method to "Account Balance."
Save
Remember
Due to the 100% discount on the first month, your revenue and profit reports might be affected. Reports like "Class Analysis" and "Teacher Ranking" will show this. That's all there is to it! You're all set to manage your payments smoothly using cash.