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. CustomÂ
- 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
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