x Pausing payment

Someone will want to have their payment paused for a few days while they settle their accounts and this is what to do in that occasion.

Update recharge setting:

1. Go to their Infusionsoft profile

2. Scroll down until you see the ‘Orders’ tab

3. Scroll down until you see their active Subscription (or Payment Plan)

4. Click the active Subscription/Payment Plan

5. Change the ‘Current Status’ from ‘Active’ to ‘Inactive’ – this will ensure that the customer’s card will not be charged automatically at any time between the old due date and the new date (that they said will pay their balance)

6. If we have made arrangements with someone to make a payment that we pause recurring payments through their account, always check back if their payment has or hasn't arrived and let them know we will recommence the online payment through their account.

7. CHANGE it back to Active and auto-charge when it was agreed they would pay

6. Select ‘No’ radio button’ on the ‘Recharge Information’ – same reason as above: this will ensure that the customer’s card will not be charged automatically at any time between the old due date and the new date (that they said will pay their balance)

Update next payment’s due date:

1. In the same window as the Auto Charge and Current Status, scroll down to the existing order that’s currently unpaid

2. Scroll down until you see ‘Edit Payment Plan’ then click it:

3. Edit the below settings when new window pops up:

• Auto charge from No to Yes – this will make sure that this particular order will charge the customer’s card automatically on the date you will set

• Initial Pmt Date & Plan Start Date – the original due date will show up here (left) so you will need to change the date to when the customer said they will pay their balance

Click Save

Changing the subscription/payment plan back to Active:

1. Go back to customer’s main profile view in Infusionsoft

2. Scroll down until you see the ‘Tasks & Appointments’ and create a new task for yourself so you will be notified (via email) on the day the card is to be charged with the payment

3. Fill in the details needed and make sure that the ‘Action Date’ is the same date as the date of when the customer said they’ll have their balance paid, for example:

Change setting back to Active and Yes-Auto charge - After payment is successfully charged and balance is paid, change back the setting of the Subscription/Payment Plan status to ‘Active’ and Auto-charge to ‘Yes’

1. Go to their Infusionsoft profile

2. Scroll down until you see the ‘Orders’ tab

3. Scroll down until you see their active Subscription (or Payment Plan)

4. Click the active Subscription/Payment Plan

5. Change the ‘Current Status’ from ‘Inactive’ to ‘Active’ – this will ensure that the customer’s card will be charged automatically on their next billing date

6. Select ‘Yes’ radio button’ on the ‘Recharge Information’ – same reason as above: this will ensure that the customer’s card will be charged automatically on their next billing date