To correct this and resume the customer’s payment plan, follow these steps.
- From People tab, type customer name into search box at top right
- Click desired customer name link
- Scroll down and click order link for desired order
- Click Enroll in automatic payments
- Under Payment information heading, select dropdown box and choose either saved card or New card
- Note: If the customer did not select to store their card during registration, you must contact the customer to obtain card details. Customers cannot update this information from their online account, so you must correct it internally. Once the customer is placed back on the payment plan, it will resume for the following month. You must still correct the past due amount that failed. The next steps explain how to do this
- Click Save
- Click Make a payment and choose Custom amount under Payment Amount
- Type in amount of missed payment
- Select Credit/Debit card for Payment method
- Select stored card to use in drop down below or New card
- Scroll down and click Submit payment
- Note: Organization users can check the View and Export the Failed Installment Payment Report for failed payments on payment plans.