Payment Plans Documentation

version 1.1
created 3/27/2019
updated 6/18/2019

provided by neotericdesign.com

Welcome

Hello and welcome to the payments plan documentation. You’re likely reading this because you’re a staff person at Siegel & Callahan, and you have the authority to setup ongoing recurring payments for clients. This document will show you how, set expectations for how things work, and show you how to manage clients’ recurring payments.

Let’s get to work. Welcome aboard!