Overview
Click "Set Up Plan" under Payment Arrangements. Select the number of months, and the system will calculate the monthly amount. Choose a payment method (Credit Card, E-Check, etc.). Click "Set Up Payment Plan" to confirm. View active plans under Payment Arrangements in Statements. 🚨 Managing Subscriptions:
Modifications or cancellations must be done in the AutoPay page under Scheduled AutoPay Transactions. ➡ Next Step: Users can track monthly payments or cancel AutoPay if needed.
Step-by-Step Guide
Step 1: Set Up a Payment Plan
In the Payment Arrangements column, click "Set Up Plan". The Set Up Payment Plan window will appear. Review the Remaining Balance and adjust the Number of Months using the slider. The Monthly Payment amount will update automatically. Step 2: Enter Payment Method
Enter New Card (default option) If saved cards are available, select an existing card Fill in required details: Step 3: Confirm & Activate the Plan
Click "Set Up Payment Plan" to confirm. The system will schedule automatic payments based on the selected method. The payment plan will now appear under Payment Arrangements. Step 4: Managing Active Payment Plans
Active plans appear under Payment Arrangements in Statements. Users can view the monthly payment amount, remaining months, and status. To modify or cancel a subscription: Navigate to the AutoPay Page in the sidebar. Locate the scheduled payment under Scheduled AutoPay Transactions. Click "Edit" to modify the amount, scheduled date, or cancel AutoPay. 🚨 Note: If AutoPay is canceled, users must set up a new payment plan manually in Statements.
