Payment Plan - Apply Another Payment Method

Modified on Wed, 21 Aug 2019 at 01:07 PM

Apply a different payment method to a scheduled payment for a member invoiced on a payment plan

Quick Process

  • Select Financials (Invoices) from the main menu
  • Select Payment Plan tab
    • Find the payment you want to apply the different payment method to - edit the Due Date range to reduce the member payment plan list
  • Click on the spanner icon located on the row of the scheduled payment
  • Select No to edit Ezidebit records (this window will only appear if your club has an Ezidebit account)
  • Select Another to pay by another method
  • Select the payment type form the drop down menu i.e. Cash
    • Ensure the default Amount in the payment window is correct (matches the scheduled payment amount)
  • Select OK

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