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Spectra:
myStratus:

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Video Information

Reference #: SPTV 3-205
Created: 00.00.00
Last Revised: 00.00.00

Payment Plans

Set up payment plans for your customers and then process them individually or in bulk! Even have the software automatically send emails confirming payments.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline:

1. Creating New Payment Plans
   1. Set up a series of future or pending payments
      1. Weekly 
      2. Bi-weekly
      3. Monthly
      4. Enter number of payments
      5. Select the start date
2. Creating Client Payment Methods
   1. Primary method - used as default when not specified
   2. Secondary method - used when primary method declines
   3. Automatic payment processing
      1. Credit cards
      2. Exclude cash or check
3. Tracking Pending Payments
   1. Detail or summary report
   2. Use payments pending list to look up payments due if not using Merchant Warehouse
4. Automatic Payment Processing
   1. Process payment plan
      1. Set date
      2. Advance invoice payment due date to the date of the next pending payment
      3. Email confimation or receipt
5. More Information
   1. Credit card processing

Additional Information

» Next video - "Employee Commissions"
» Spectra Training Checklist
» Online Help topic(s) - Payment Plans, Credit Card Processing Overview