Create a Custom Payment Plan (XClub v1)

Modified on Thu, 21 Feb 2019 at 10:05 AM

This process is only available to clients using XClub Version 1.0.28 or earlier.

Create a custom payment plan and apply to a member's invoice and account settings.

Step-by-Step Process

Create a Customer 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 will appear
Select the date for the first instalment of the Payment Plan, then the tick button
Repeat until you have all dates for your Custom Payment Plan set

Update the member's default payment details and apply the Payment Plan to an existing invoice

Search for the member
Select the member's Membership tab (top of screen)
Set the member's Payment Method i.e. EFT

Set the member's Payment Plan to the Custom Payment Plan i.e. Quarterly
Set the member's Payment Plan Type to Start - End
- You will notice a green/white cross button will appear next the the Payment Plan

Click the Add Payment Plan button

A screen will appear that lists any invoices you have already created for this member
Select the invoice you wish to apply the payment plan to

To view the payment plan schedule, select the member's Account tab (XClub - Invoice tab)
Select the invoice you applied the payment plan to
The payment plan will appear to the right of the member's account screen