Are you are looking to create an adhoc payment plan in Infusionsoft? Look no further as this can easily be done after you have created the order and are going to apply the payment.
Whatever the amount is you can collect an immediate deposit and then spread the balance across x days/weeks/months.
You can create a payment plan either if you create a quick order or ofter the order has been created.
Quick Order
The order below shows how you can spread the payments.
NB The first payment may not be taken immediately, but will be taken the same day.
If the order has already been created you can add a payment plan as follows:
Setup the payment plan
https://drive.google.com/open?id=0BwX23utAwXsGM010dEUwcmN0bnM
Latest from the blog
Archives
Categories
Awesome Posts
Follow Us on Twitter
Tag Cloud
Abundant Ideas
Business Bootcamp
Business Follow Up
Business Strategy
Contact Engagement
CRM
Customer Rewards Scheme
Database Management
Database Organisation
Digital Marketing
Email Campaigns
Email Marketing
Engaged Leads
Essential Marketing
Follow-up Process
Improve Client Relationships
Improving Sales
Increase Referrals
Infusionsoft Technical
Marketing
Sales and Marketing
Social Media
Social Retargeting
wordpress