> For the complete documentation index, see [llms.txt](https://docs.xplorpay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xplorpay.com/merchant-portal/guides/virtual-terminal/recurring-payments/adding-a-new-payment-plan.md).

# Adding a new payment plan

To add a payment plan for your customer:

{% stepper %}
{% step %}
Select the **Customer** from the Virtual Terminal menu.

The **Customers** window displays the list of existing customers and the information about each customer in different columns.
{% endstep %}

{% step %}
Select the customer.

The **Customer profile** window displays information about the customer in two sections:

* **Customer**: This section displays the details about the customer.
* **Payment Methods**: This section displays the payment methods added for your customer.
  {% endstep %}

{% step %}
Click the **+ Add Plan** link in the Payment Methods section.

The **Add Plan** window displays various text fields to enter the data of a new plan.

The following table provides the information to enter the data into the fields of the **Add Plan** form:

<table><thead><tr><th width="188">Field Name</th><th width="330">Description</th><th>Required?</th></tr></thead><tbody><tr><td>Plan Name</td><td>Enter the name for a new payment plan.</td><td>Optional</td></tr><tr><td>Amount</td><td>Enter the amount for a new payment plan.</td><td>Optional</td></tr><tr><td>Card</td><td>Select the card from the dropdown list of available cards.</td><td>Optional</td></tr><tr><td>Email Receipt?</td><td>Select the checkbox to email the payment receipt to your customer.</td><td>Optional</td></tr><tr><td>Start Date</td><td><p>Select the start date for a new payment plan.</p><p></p><p>Select current or later date.</p></td><td>Optional</td></tr><tr><td>End Date</td><td><p>Select the end date for a new payment plan.</p><p></p><p>Selecting the end date helps you viewing the plans for your customer.</p></td><td>Optional</td></tr><tr><td>Frequency</td><td>Set the payment frequency (weekly, monthly, or yearly) by selecting the appropriate days, months, and years from the dropdowns.</td><td>Optional</td></tr></tbody></table>
{% endstep %}

{% step %}
Select the **Save Plan** button.

The **Plans** window displays the information about a new payment plan in various columns of the list.
{% endstep %}
{% endstepper %}


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