Agregar un plan de pago a una orden manual


Después de crear un pedido manualmente, puede agregar un plan de pago al mismo. El plan de pago permite a su cliente pagar su compra en varias cuotas. Infusionsoft cargará automáticamente la tarjeta en el archivo siempre y cuando tenga una cuenta de comerciante configurada. También puede grabar manualmente los pagos del cliente.

Instrucciones paso a paso

1 - Mientras visualiza un registro de contacto, haga clic en la ficha Orden.

2 - Haga clic en el nombre del pedido para abrirlo.

3 - Vaya a la sección Plan de pago y haga clic en el botón Editar plan de pago.

4 - Ingrese la configuración de cargo automático

 - Carga Automática: Configure esta opción en Sí si desea cargar automáticamente la tarjeta de crédito a través de una cuenta de comerciante.

 - CC1 y CC2: seleccione una tarjeta de crédito en el menú desplegable o haga clic en el botón Agregar para ingresar un nuevo número de tarjeta de crédito. El sistema intentará cargar CC1 primero. Si esa tarjeta de crédito alcanza el número máximo de intentos de carga sin procesar correctamente, el sistema cambiará a CC2 e intentará cargar esa tarjeta.

 - Intentos máximos de carga: ingrese el número máximo de veces que el sistema debe intentar cargar automáticamente una tarjeta de crédito.

 - Número de días entre reintentos: ingrese el número de días que el sistema debe esperar entre los intentos de carga automática.

5 - Introduzca los detalles del plan de pago

 - Monto del pago inicial: Este monto generalmente incluye cargos por adelantado, envío e impuestos.

 - Fecha de Pago Inicial: ingrese la fecha de pago (generalmente la fecha de hoy, pero se puede establecer en una fecha futura).

 - Fecha de inicio del plan: ingrese la fecha para el primer cargo de las cuotas restantes.
     - Pagos: ingrese el número de pagos restantes, excluyendo el monto de pago inicial que usted ya registró (por ejemplo, para una venta total de $ 1200, el cliente podría pagar un pago inicial de $ 500. El restante $ 700 se puede dividir en 2 pagos de $ 350 cada.).
     - Días Entre Pagos: Introduzca el número de días de espera entre los pagos restantes. Este valor predeterminado es de 30 días, pero puede cambiarlo.

6 - Haga clic en el botón Guardar para guardar el plan de pago.

Nota: Si el cliente está pagando con tarjeta de crédito, el cargo se aplicará cuando la orden se guarde o se cargue automáticamente en el futuro en la fecha de pago inicial.


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