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