1. In the Staff Experience, on the Accounts tab, search and select an account
2. Click the Make Payment button
- Click Create Payment Plan
- Select one of the presented payment plan offers, or enter the desired monthly payment plan amount (if applicable)
- Enter the Start/Repeat Date (day each monthly payment will be due)
- Select plan type of Auto (highly recommended), or Manual.
- Click Save
- Enter Credit Card/Debit Card (HSA and FSA cards accepted), or Bank information
- Enter guarantor email address (not required, but suggested for email receipt)
- Click Create Plan
- You will be redirected to the “Payment Plan Confirmation” screen
