Spiffy comes equipped with a number of powerful admin management features for Payment Plans, like refunding payments, changing bill dates, cancellations, and more.
Spiffy also includes some history on changes that may be made, over time, to give you a clear view of the customer’s Payment Plan lifespan.
In the customer’s record, quickly access their Payment Plan record. Navigate to a Customer Record, and click a Payment Plan you need to manage.
Table of Contents
- Change Billing Date
- Cancel Payment Plan
- Payment Plan Early Payoff
- Charge a Manual Payment (Make a Payment)
- Resume Cancelled Payment Plan
- Update Card on File
- Retry Failed Payment
- Refunding a Payment
- Send Payment Receipt
Change Billing Date
Change your customer’s next billing date for their Payment Plan. You can do this by clicking on the Change Billing Date option located in the customer’s Payment Plan Record.
Any additional payments will adjust based on the billing frequency and the new date that you set for the next payment.
Cancel Payment Plan
Cancel a Payment Plan from within your customer’s Payment Plan Record.
Any failed payment auto-retries that are scheduled will not be attempted when you cancel the plan.
Payment Plan Early Payoff
One of our Payment Plan management features is the ability to manually run a charge to pay off the remaining balance of a plan.
Once the charge has ran, the payment plan will be marked as Completed
Finance Fee Early Payoff
If you include Finance Fees in your Payment Plans, you will have a couple of options to lower/remove the remaining Finance Fee amount, or retroactively remove the finance fee by lowering the remaining balance by the amount of the finance fee that has already been collected in previous payments.
NOTE: If you do not include Finance Fees in your payment plans, you will not see the additional options surrounding removing these fees when running the Payoff charge.
In the Pay Off & Complete popup, you will see the final payment amount, as well as some additional options surrounding finance fee removal.
- Remove Entire Finance Fee – This option will subtract the amount of the full finance fee from the ‘Final Payment’ amount. This includes any portion of the finance fee that has already been collected in previous payments, as well as any remaining finance fee amount
- Adjust Remaining Finance Fee – This option will allow you to adjust the remaining finance fee amount. You can change this to $0 to subtract the remaining finance fee amount from the ‘Final Payment’.
Charge a Manual Payment (Make a Payment)
One of our Payment Plan management features is the ability to run a manual payment for any amount equal to or less than the remaining balance of the plan. From time to time, customers on a payment plan may want to pay a payment in advance or pay a little extra, and when they reach out to you, you will have the option to manually run a charge towards their remaining balance.
NOTE: Manual Payment Amounts that are greater or less than a scheduled payment amount will affect the amount that will be collected on remaining scheduled payments
Manual Payment amounts that are LESS THAN the amount scheduled will lower the amount that will collected on the FINAL/LAST automatic payment scheduled
Manual Payment amounts that are GREATER THAN the amount scheduled will count towards a full scheduled payment and lower the amount that will be collected on the FINAL/LAST automatic payment scheduled
Once charged, be sure to note the customer’s next bill date, as you may need to change this, depending on what you have worked out with your customer.
Resume Cancelled Payment Plan
If you need to resume a payment plan that was canceled by you, or due to failed payments, you can quickly do this using the Resume Payment Plan feature.
You will have the option to resume and run a charge on the Payment Plan immediately, or select a date in the future to resume charges based on the original billing frequency.
Update Card on File
Need to update a card on a payment plan? You can easily accomplish this from the Payment Details section of your customer’s subscription record. See our Update Card documentation.
Retry Failed Payment
Need to retry a failed payment on a payment plan? You can easily accomplish this from the Payments section of your customer’s subscription record. See our Retry Failed Payment documentation.
Refunding a Payment
Need to refund a payment on a payment plan? You can easily accomplish this from the Payments section of your customer’s subscription record. See our Refunds documentation.
Send Payment Receipt
Need to send a receipt to your customer? You can easily accomplish this from the Payments section of your customer’s payment plan record. Click its options ‘. . .‘ and select Send Receipt and confirm. See our Receipts documentation.