Step-by-Step Process

Create a quarterly custom payment plan and apply to a member account

1. Create the Custom Payment Plan

  • Select Config from the main menu
  • Select Custom Payment Plan
  • Enter a description for your new payment plan i.e Quarterly
  • Select Customer PP Dates
  • From the drop down menu, select the Payment Plan Name i.e. Quarterly
  • Click in the date field, a calendar window will oen
  • Select the date for the first instalment of the Payment Plan, click on the Tick icon
  • Repeat for each instalment until you have all four dates set for the Quarterly Custom Payment Plan

2. Create member Payment Plan and apply the payment plan to an invoice

  • Search for the member
  • Select the Membership tab (top of screen)
  • Select the member's Payment Method i.e.Credit Card
  • Set the member's Payment Plan i.e. Custom 
  • Set the Payment Plan Type i.e. Quarterly
  • A green/white cross button will appear next the the Payment Plan field, click on this button
  • A screen will appear that lists any invoices you have already created for this member
  • Select the invoice you want to apply the Custom Payment Plan to
    • To view the payment plan schedule, select the member's Account tab
    • Select the invoice you applied the payment plan to
    • The payment plan will appear to the right of the member's account screen