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Set up Payment Plan

Overview

The Set Up Payment Plan feature allows users to break down a remaining balance into multiple monthly payments. This option is accessible under the Statements tab in the Payment Arrangements section.
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Step 1: Navigate to the Statements Tab

Log in to the Lab3 BillPay Dashboard.
Click "Statements" from the left sidebar menu.
Locate the account with the outstanding balance.
Under the Payment Arrangements column, click "Set Up Plan" for the corresponding account.
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Step 2: Configure the Payment Plan

The Set Up Payment Plan module will appear.
Review the Remaining Balance at the top of the module.
Use the slider to select the number of months for the payment plan (e.g., 1-3 months).
The Monthly Payment amount will be automatically calculated based on the selected duration.
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Step 3: Enter Payment Method

Choose how the payments will be made:
Enter New Card (default option).
If saved cards are available, they may be selected.
If entering a new card, fill in the required details:
Card Number
Expiration Date (MM/YY)
CVV (Security Code)
Billing Zip Code
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Step 4: Finalize and Set Up the Payment Plan

Review all details carefully.
Click "Set Up Payment Plan" to confirm the arrangement.
A confirmation message will appear once the plan is successfully created.
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Key Notes

✅ The remaining balance is split into equal monthly payments based on the selected duration. ✅ Users must enter valid card details for the scheduled payments. ✅ The system automatically calculates the monthly payment amount.
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