DIRECT DEBIT PAYMENT PLANS
Learn how to set up payment plans on your Ezypay account.
A payment plan allows any business to automate payment collection by choosing pre-defined payment instructions. Using an Ezypay payment plan means:
Breaking your service fees into smaller amounts makes it more affordable.
Empower your customers to pay online anywhere, anytime.
Ezypay online forms are responsive and can be accessed from any device.
No more double entry
All customer information will go straight into your online Ezypay account.
Time and cost savings
Increase efficiency so you can spend more time on business expansion.
using a payment plan
Create a main payment plan to specify a new direct debit instruction, or an add-on payment plan to specify a separate amount that can be added to a main payment plan. This is a template in which the payment type, amount, date and frequency of the debits are fixed, so all you need to do is add your customer’s details.
Create a payment plan in your online Ezypay account
Within your Ezypay account you have the option to create a payment plan. A payment plan is a way of setting up pre-defined payment instructions at the business level and can be used during the “add customer” process or the “customer online signup” feature.
Adding a Payment Plan
As shown in the payment plan example, set up the debit amount and the frequency in the plan. Copy and paste the unique URL (generated on the payment plan) into an email, onto the business website or under an image file.
Payment plans are the first step to using the online customer sign up
When the customer clicks on the url provided in the email, they will be taken to an online sign up form that has the debit frequency, and amount you have just set up in the payment plan.
Here is more detailed information on how the online sign up works.
Create a payment plan
in 5 steps
1. Access your Ezypay account
2. Click on the “Payment Plans” tab on the top navigation bar.
3. Click on the “+Add” button.
4. Once you have completed all the required fields, the orange Confirm button will be activated. Select Confirm to add the payment plan.
5. You can now add customers to the payment plan under the “Customer” tab.
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