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)

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