Many ASAP users want their customers to pay for products up front, and not have payments for those products included in a payment plan. With out latest release, we have now added that option and by default, products are excluded from payment plans and users will need to pay for them at the time of purchase.
Of course we give you the option to override this and you can choose which of your products to exclude as needed.
Setting up a new product
When you are creating a new product, you can now decide during the set-up process if you want to have this product included in payment plans or not.
- On the Navigation menu, click Products
- Click the + button to create a new product
- Fill in the mandatory fields
- If you want to include your product in Payment Plans, check the box next to Include in Payment Plan. If this box is not selected, the product will not be included in any payment plans.
- Click the Create Product button. Your product is now created and can be added to payment plans for your students.
Editing an existing Product
You can edit products to be included in future payment plans. If you edit a product to be included in payment plans, payment plans set up after the update will include the product. This will not apply retro-actively.
- On the Navigation menu, click Products
- Click on the product you wish to edit
- Click the “Edit” icon in the upper right-hand corner
- Check the box next to Include in Payment Plan
- Click the “Save” icon in the upper right-hand corner
Useful to Know
- In check out, customers will see messaging if a product is not eligible to be included on a payment plan.
- Invoices will show messaging for items that are not eligible to be included on payment plans and are expected to be paid for at time of purchase.