About Payment Plans

With Meevo Payment Plans, a client can defer an amount due for items in a transaction and pay the balance down with scheduled monthly payments. While any business can leverage Payment Plans, it is most commonly used by businesses that offer high-priced services and products.

Note: The Payment Plans feature must be enabled from the MeevoXchange. To use Payment Plans, a business must have an active Merchant Account with MeevoPay, Worldpay, or CardConnect, and credit card processing must be enabled in Meevo.

A Payment Plan is created in the register during a client transaction and can be used to pay for most items like services, products, and packages. You can manage your clients' plans using Payment Plan Manager, where you can view and modify terms, change payment methods, and more.

The following items are not eligible for Payment Plans:

• Membership purchases (the enrollment fee or EFTs)
• Gift card purchases
• Bills created in Payment Plan Manager or Membership Manager
• Any item with a $0 amount due
• Line items that include a package redemption
• Cancellation and no-show fees
• Account payments and credits
• Standard tips (note prepaid package tips and tips included as part of the service, like Service Charges, are eligible for Payment Plans, as they are "included" with the cost of the item.)

What do the Payment Plan icons mean?

These icons represent the overall Payment Plan status and appear in the Payment Plan Manager, Register, Appointment Book, Client Profile/Find, and Client History:

Indicator	Meaning
	Active: The "all is well" status. All bills through the current day are paid and the card on file is not set to expire.
	Completed: The Payment Plan balance has been satisfied and there are no further bills due.
	Canceled: All items on the Payment Plan were refunded before the balance was fully paid.

 

The following are EFT statuses:

Indicator	Meaning
	Paid
	Past Due EFT
	Error EFT
	Pending EFT: If a payment is in Pending status, go to the Payments tab, select the row, and select Check Status to have Meevo reach out to the processor for updates on the status of the payment.
	Credit Card due to expire this month: This icon only appears if the credit card associated with the plan is due to expire in the current month.