Create a Custom Payment Plan

Modified on Tue, 21 Nov 2017 at 10:21 AM

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