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Should A Plan Be Created Before A Customer Profile? Should A Plan Be Created Before A Customer Profile?
  1. Support Resources
  2. I manage customer payments directly through the Ezypay Portal
  3. Billing & Payments

Should A Plan Be Created Before A Customer Profile?

It’s generally recommended to create all required plans first. This way, you can immediately assign your customers to the correct plan right after creating their profiles.

However, the order is flexible and can be adjusted based on your preference as an Ezypay user. ✅ Feel free to set up customers first if that works better for your workflow: 📌 How to Create a Payment Plan

Related to:

the ezypay platform payment plan faq
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