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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article