Apply a Different Payment Method to a Payment Plan Instalment

Modified on Wed, 21 Aug 2019 at 01:05 PM

Request: How to apply a different payment method received from a member who has a payment plan

Note: Selecting the Pay short cut on a scheduled payment will default the payment date to the actual day you apply this action

Step-by-Step Process

To change the date on a scheduled payment;

Search for the member
Select the Account tab
Highlight the Invoice
Select the Payment icon
Select Invoice the payment is for

Select the payment Type from the drop menu
Enter the Amount of the scheduled payment
Change the Payment Date
Select OK

Select First Only (to apply the payment to the scheduled payment)