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payment plan

How do I add a payment plan tab to contacts? Right now, I don't have a payment plan tab.

Best answer by Sara Sultan

Hello Lee,

The Payment Plan option will only show on contacts that are in Smokeball Billing. If you would like assistance with this, please submit a training request here.

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Hello Lee,

The Payment Plan option will only show on contacts that are in Smokeball Billing. If you would like assistance with this, please submit a training request here.

Sara Sultan (she/her)

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