Working with payment plans

This topic describes how to work with payment plans on the Order Management screen.

A paymentCommerce: the verification of a money transaction in a website shopping situation. The e-commerce system most often needs a verification for a payment to create the actual purchase order and complete the shopping workflow. plan works exactly like processing an order, except that a payment plan spreads payments over time, giving you flexibility in how you sell your products, and how a customer pays for them. Use a payment plan for large and complicated orders, orders that need to be shipped in sequence, magazine or grocery subscriptions, or expensive items.

A Customer Service Representative (CSRStands for "customer service representative") sets up a payment plan to generate recurring payments. Payment plans are handled in the background through the Subscription payment plan scheduled job.

At this time, you can only view payment plans on the Order Management screen. You must still create and edit payment plans through Commerce ManagerOne of several main user interfaces in Episerver Commerce. This UI area, available from the top menu after logging in, provides screens for managing markets, customers, catalog, orders, and so on. You can manage the information on some Commerce Manager screens in other, newer user interfaces. Where possible, we recommend using the newer ones.. See Setting up a payment plan

Viewing payment plans

1. From the Order Management screen, click Payment Plans. All payment plans appear.
2. To narrow down the list, identify the payment plan's customer by selecting Search by Name or Search by Email.

   

   • If you chose Search by Name, move to the Search box and begin entering the customer's first name. For example, if the customer name is Bryan Stephens, enter B, Br, or Bry. Press Enter to execute the search.
     • You can enter the entire name, but this takes longer.
     • As you enter more characters, you get fewer search results.
     • You cannot find a customer by entering the last name. To continue the example, you cannot find Bryan Stephens by entering Ste.
   • If you chose Search by Email, enter the exact email address. Partial entries are not allowed.
3. Choose the payment plan that you want to view. The information is displayed in the following tabs:
   • Summary. General information, such as market and currency, order number, created date, items, shipping, and discount information.
   • Form Details. Shipping address and method, line items, discounts, and payments.
   • Contact Details. Customer name and email address. You can view and edit customer information by clicking the edit icon next to Customer Information. See Viewing and updating customer information.
   • Settings. Information about the payment plan, as collected on the Payment plan order details screen.