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Navigate to your payment plan product page and ensure the Payment Schedule modal appears.
This ensures that your dates in the payment plan plug in are correct.
If you find inaccuracies, review the Payment Schedule in the payment plan configuration under Aspenware Commerce.
Open the modal to verify that the dates and prices, including tax amounts, are correct.
If correction is needed, review the Payment Schedule and the Product Assignment in the payment plan configuration.
Before purchasing, create a 100% discount for testing purposes. For instructions on creating a 100% discount see Discounts on the Customer Hub.
Add a payment plan to your cart and apply the 100% discount.
Complete the checkout process and confirm that the following all appear as you need them to. Refer to the configuration guides in the HUB for any missing components:
Requires Assignment
Media Reload
Prompts, if applicable
Waivers
Resort Charge, if applicable
Payment page:
Optional Conditional Content Wrappers can be used to explain that the card entered will be the one on file for all recurring charges until updated in My Account after the purchase is complete.
For testing purposes, the product will be $0, and no credit card will be on file. This will cause the first payment to fail as a test to see what the guest sees when their card is declined.
Once the order is complete, navigate to My Account > Payment Plans and ensure that the new enrollment is visable. This confirms that the enrollment was created successfully.
If the payment plan tab isn’t visible, go directly to /paymentplans/customerpaymentplans
Or update the customersettings.hidepaymentplansstab setting to False to show the tab in My Account.
Review the order, product, prices, taxes, access, media, waivers, etc. in RTP. Make product config changes as needed.
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