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)
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