Creating Plans

Navigate to Payment Plans → New

From the sidebar, go to Payment Plans and click New Plan. Alternatively, create a plan from a customer’s detail page — it pre-fills the customer field.

Required fields

Field	Notes
Customer	The customer to bill
Name	Internal name for the plan (e.g. “Monthly subscription”)
Start date	Date of the first payment
Frequency period	Number (e.g. 1, 2)
Frequency type	W (weekly) or M (monthly)
Recurring amount	Amount — min $2.00, max $1,000.00
Failure behaviour	What to do when a payment fails (see below)

Optional fields

Field	Notes
Category	Internal grouping label
First payment date	If the first payment falls on a different date than start
First amount	If the first payment should be a different amount
Total amount	Set a fixed total — plan closes automatically when reached
Until further notice	Open-ended plans with no total amount

Failure behaviour options

Behaviour	Code	Description
Add to end	NEW_AT_END	Missed payment added as an extra at end of plan
Retry	TRY_AGAIN	Payment retried after a delay (default: 3 days)
Double up	DOUBLE_UP	Next scheduled payment includes the failed amount
Do nothing	DO_NOTHING	Total reduced; failure recorded; no catchup

TRY_AGAIN works well for most plans — it recovers missed payments without extending the end date. Use DO_NOTHING when partial collection is acceptable and you don’t want to chase failures.

Activating the plan

Plans are created in draft state. Click Activate to begin scheduling payments.

Tip

To set up a payment method at the same time as creating the plan, use the customer creation flow with the Set up payment plan toggle — it guides you through both steps in one sequence.