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Should A Plan Be Created Before A Customer Profile?

It is recommended to create all required plans first. This allows you to assign your customers to the plan immediately after creating their profiles. It is recommended to create all required plans first. This allows you to assign your customers to the plan immediately after creating their profiles. However, the order can be adjusted based on the preference of the Ezypay user. Feel free to set up customers first if this is your preference.

Please refer to this guide for step-by-step instructions on configuring a payment plan, including billing frequency, initial fees, and prorated charges: 📌 How to Create a Payment Plan

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