1. Business need

The following request received from clients:

1. It is necessary to add the ability to create custom payment plans, which will include the ability to:

1. choose a non-standard date for the payment transaction
2. the ability to assign a non-standard amount for individual payments

2. It is necessary to add the ability to edit the existing payment plan, which will include:

1. adding a payment to the payment plan
2. removing payment from a payment plan
3. changing the payment transactions date
4. changes to amounts of payment

2. Overview

1. Added the ability to create a custom payment plan, which includes the ability to:

1. to set the date of the transaction for a separate payment. 
2. to set the amount for a separate payment. 
3. lock the individual payments. 
   This feature is necessary so that when the parameters of unlocked payments (transaction date and amount) are changed, the parameters of locked payments remain unchanged.
4. remove individual payments from the payment plan.

2. Added the ability to customize existing payment plans, which includes the ability to:

1. assign or change a discount in absolute or relative value
2. add payment
3. remove Payment 
4. change the specific payment amount
5. change the date of the transaction for a separate payment.
6. lock a separate payment. This feature is necessary so that when the parameters of unlocked payments (transaction date and amount) are changed, the parameters of locked payments remain unchanged.

3. Added e-mail template "Consumer Plan Updated Receipt".
4. Added new “Custom“ frequency into Payment Plan Settings.
5. Added logging when creating and editing a Payment plan in the Accounts Activity Log. 
6. Changed the Scheduled Payments report.
7. Changed reports Payment Plans, Canceled Payment Plans when uploading to CSV format.
8. Changed the name of the plan in the table Current Payment Plan in Account -> Virtual Terminal.
9. Added sending an e-mail to the client when editing a Payment plan. 
   Added e-mail template “Client Plan Updated Receipt”.

3. User manual

3.1 How to create a custom payment plan

In order to create a Сustom payment plan, you need to:

1. go on Admin → Account → Virtual Terminal
2. find [Create Payment Plan]
3. choose account/accounts to pay
4. push on the button [Customize plan]

After clicking on the button, it is impossible to change the selected subaccounts. In order to change the selected subaccounts, you need to cancel the created plan

3.1.1. How to set the date of the transaction for a separate payment

1. In the payment date column, select the desired date for payment

3.1.2. How to set the amount for a separate payment

1. In the specific payment amount column, insert the required amount value

3.1.3. How to lock the individual payments.

There is a checkbox opposite each payment. If the checkbox is active - the amount and the date of this payment are locked for changes

3.1.4. How to remove individual payments from the payment plan.

There is a Cross button opposite each payment. 

a. To delete the required payment, click on the Cross button

3.2. How to edit the custom payment plan

To start editing your custom payment plan:

1. open an account with a current payment plan
2. open Virtual Terminal

3. choose any active plan by clicking on its number

4. push on button [Customize plan]

3.2.1. How to set or change a discount in absolute or relative value

1. In the discount field, enter the required discount value in $

OR

1. In the discount field, enter the required discount value in %

Pay attention!
When changing the discount, all unlocked payments will be recalculated. If you need individual payments not to be changed, then they need to be locked

3.2.2. How to add payment

1. Push the button [Add a payment].

3. Change the payment datу to the added payment, if you need

4. Save changes

Pay attention
When you add the payment, all unlocked payments will be recalculated. If you need individual payments not to be changed, then they need to be locked

3.2.3. How to remove payment

There is a Cross button opposite each payment. 

1. To delete the required payment, click on the Cross button

After deleting a payment, the dates of the remaining payments will be saved.

When deleting the final payment, the last remaining payment becomes the final one.

Pay attention
When you add the payment, all unlocked payments will be recalculated. If you need individual payments not to be changed, then they need to be locked

3.2.4. How to change the specific payment amount

Pay attention
When changing the amount, all unlocked payments will be recalculated. If you need individual payments not to be changed, then they need to be locked

3.2.5. How to change the date of the transaction for a separate payment

a. Change the payment date in the payment date column

3.2.6. How to lock the individual payments.

There is a checkbox opposite each payment. If the checkbox is active - the amount and the date of this payment are locked for changes

3.3 E-mail template “Consumer Plan Update Receipt“

To view the added template follow the path: Admin area → Email Templates

3.4 New “Custom“ frequency into Payment Plan Settings

To view the added template follow the path: Admin area → Settings → Payment Plan

The ‘Monthly’ frequency is used by default. When a Payment Plan payments' dates are set in a custom way - the frequency of that plan becomes ‘Custom’ automatically”. So there are 2 default options for the frequency "Monthly" and "Custom". 
Other configuration options are included in Superadmin → Configurations → Payment Plan Frequency
If the checkbox “Payment Plan Frequency” is off, then there isn’t setting “Payment Plan Frequency“ in Admin Area. Settings.

3.5 Logging when creating and editing a Payment plan in the Accounts Activity Log

1. The Create Payment Plan log includes:

1. Downpayment
2. Upcoming Payments
3. Payment Plan Status
4. Discount

2. The Edit Payment Plan log includes:

a. Downpayment
b. Upcoming Payments
c. Payment Plan Status
d. Discount

3.6. Changed the Scheduled Payments report

1. The "Recurring Amount" column for a regular payment plan displays the amount, for a custom payment plan it remains empty
2. "Tomorrow's Payment" - should be updated with the value of the payment scheduled for tomorrow or empty if no payment is scheduled for tomorrow.
3. "Recurring Amount" - do not show for Custom payment plans.

3.7. Changed reports Payment Plans, Canceled Payment Plans when uploading to CSV format

Payment Plan Report

Canceled Payment Plan Report

3.8 Changed the Payment Plan name in the Current Payment Plan table in 
Account → Virtual Terminal.

If the payment plan is custom, then it’s name will be “Custom Payment“

If the payment plan is regular, then it’s name will be “Monthly payment“. There is a regular amount before the payment plan.

3.9. Added sending an e-mail to the client when editing a Payment plan. Added e-mail template “Client Plan Updated Receipt”

To view the added template follow the path: Admin area → Email Templates

Please be aware that the Custom payment plans functionality is not available for INs with any API integrations (ex. Quantrax API, LetterLogic API, etc.);