AudienceView Connect

Creating a Payment Plan


You can create a payment plan, if you have the approriate permissions. The payments in the plan will all use the same payment method.

To create a payment plan, complete the following:

  1. Open the Customer Services application from the AudienceView Desktop.
  2. Select the Order tab.
    The Order|Search page appears.
  3. Search for and select the order that you want to work with. For more information, refer to Searching for an Order or Creating an Order.
    The Order|Summary page appears.
  4. Click 'Schedule Payments'.
    The Schedule Payments dialog box appears.
  5. Select the appropriate payment method, from the 'Payment Method' dropdown.
  6. Complete the payment details (card swiping is not supported when scheudling payments).
  7. Click 'Generate Payments'.
    The Schedule Payments dialog box closes and the Order|Summary page becomes active. The unprocessed payment is added to the order.
  8. Click 'Create' or 'Apply'.
    A window confirming the application updated or created the order appears. The 'Amount Due' on the order reflects those payments processed.
  9. Click 'OK'.

Scheduled Payment Combinations

The following table illustrates how AudienceView calculates payments based on the selected schedule type and frequency.

Schedule Type Amount Frequency Start Date Until/# of Times Payment Schedule
Payment Plan 592.61 Monthly 2010-09-01 Number of times: 6 6 payments of $98.77, on the first of each month from September through February.
Payment Plan 592.61 Bi-weekly 2010-09-01 Until: 2010-10-31 5 payments of $118.52, on Sept. 1,15, 29, Oct. 13 and 26.
Recurring 25.00 Monthly 2010-09-01 Number of times: 4 4 payments of $25.00 on the first each month, September through December. Total paid = $100.00.
Recurring 25.00 Weekly 2010-09-01 Until: 2010-11-30 14 payments of $25.00, every week from Sept. 1 to Nov. 30. Total paid = $350.00.