Your customers on payment plans now have three flexible options to make early payments – the existing full plan early payment, and two new flexible options to pay the next upcoming payment earlier or enter any amount. This is a highly requested feature since it helps your customers better manage their cashflow by making smaller or earlier payments that better suit them. We automatically adjust all future amounts and dates when a customer makes an early payment. If you offer an early pay discount, this will continue to work like before and will only be available to customers who choose the pay-in-full early payment option.
If a customer makes a partial early payment that fully covers their next scheduled payment, then that is automatically skipped and immediately reflected on their customer page so they know when their next scheduled payment will be charged. Customers can make full or partial early payments any time via their self-serve customer page, so there is no extra admin for you or your team.
All your existing and new customers will see an updated button on their customer page. The button text adjusts dynamically based on whether you offer an early pay discount or not:
They will then be shown a pop-up with three options, pay just the next upcoming amount, pay the full remaining balance (with a discount if you’ve offered one), or pay any amount they want.
Regardless of the option or amount they choose, all adjustments are handled automatically and immediately. Customers will be shown their customers page with the updated amounts and statuses and they can make additional early payments if they’d like.
Any Zapier triggers you have will continue to trigger for full or partial early payments too. This functionality is available to all customers on standard payment plans. For customers on date-based payment plans, they can pay in full or for the next upcoming milestone but cannot enter manual amounts at the moment. Support for manually entered amounts is coming shortly for customers on date-based plans.
Flexible early payment options help reduce failed payments and improve your customers’ experience with their payment plans.
