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.

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

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. 

 

Payment Plan forms

We recommend you use Meevo's Docs & Forms to create and send a Payment Plan form/agreement to each client who enters into a Payment Plan. This helps document client consent and clearly outline plan terms at setup.

Payment Plan forms can be sent to the client before or after a Payment Plan is completed in the register.

  • When setting up a Payment Plan in the register, you’ll have the option to send the agreement before finalizing the transaction.
  • If it is not sent at that point, the notification is sent when the transaction is completed. 
  • Completion of the form is not required to be able to finalize the transaction.

 

Not eligible for Payment Plans

The following items cannot be included in a Payment Plan:

  • Membership purchases or payments (enrollment fees or EFTs)
  • Gift card purchases
  • Bills created in Payment Plan Manager or Membership Manager
  • Items with $0 due
  • Line items that include a package redemption
  • Cancellation or no-show fees
  • Account payments or credits
  • Standard tips

Note: Tips that are prepaid as part of a package, or included in the service total (such as Service Charges), are eligible because they are built into the item’s cost.

 

Payment Plan icons

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.