Review and Test Your Installment Plan Setup

Location:  Ecommerce/Products / Product Editor -> Installment Payments Section

Overview: It is important to review and test your installment payment plan setup before presenting it to your customers to ensure it reflects what you intended to set up.

To Review:

1. Click the Save button in the product editor, and the system will refresh the editor and provide to you the text of the payment plan as it will show to the customer.
2. Read through this text carefully, if it does not match what you had expected, you may go and revise any of the fields and click Save again to review how the changes read.

To Test:

1. After you are satisfied with the payment plan setup in the product editor, perform a test order of the product and review that the payment plan text and associated order record elements that get set up are in accordance to your product specs.
   Examples of associated order record elements :
   • In ongoing recurring order should create a Master Payment (Status 19) order record, as well as the initial payment order record.
   • An installment payment plan that stops after a certain number of payments should create the initial order, plus any additional future dated installment payment order records
2. Other things to look for on a test order:
   • The website product display of the payment plan text matches what you created in the editor
   • The shopping cart and checkout items payment plan text matches what you created in the editor
   • The receipt payment plan text matches what you created in the editor

See Also: How to Perform a Test Order

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Related Topics:

• Set up Trial Periods In Recurring Billing or Installment Payment Products (Optional)
• Set Up Installment Payment Price & Billing Cycle Length Settings
• Set When to Collect the First Installment Payment After Trial Periods End
• Set the Ongoing Recurring Payments vs Specified Number of Recurring Payments on Installment Products Setting
• Set the Final Payment Plan Price for Installment Payment Products
• Review and Test Your Installment Plan Set Up

Additional Related Topics:

• Add to Member Group and Category with Purchase of a Product, Course or Event with a Rule - Review how to automatically add a member group to purchase of a product for membership products 
• Member Pricing Discounts  - Review how to set the member pricing for a product, can be useful if you want to give your members a discount for renewing their membership before it expires, among other uses.
• How to Cancel or Adjust an Ongoing Recurring Payment Order - Learn how to manage your recurring orders including how to cancel, pause or set the payment for a future date.