Payment Plan - Change the Payment Method Description, Payment Dates, Payment Amount

Modified on Tue, 21 Aug 2018 at 01:43 PM

A Payment Plan that has a transaction scheduled for processing with Ezidebit or other third-party direct debit facility cannot be changed. These transactions must be reconciled before you can proceed. When changing a field within a payment plan all the unpaid payment plan instalments will be recreated. If the Payment Method has been changed on the member's membership profile prior to editing the invoice, this Payment Method will appear on the amended Payment Plan.

Step-by-Step Process

Select Membership tab
Select new Payment Method from drop menu

Select Account tab
Select the Invoice with the payment plan you wish to change
Select the Edit Invoice icon (spanner)

Select OK to proceed to the invoice window

The invoice window will no appear
If you only want change the Payment Method Description, select Save
Continue steps below to change the Payment Plan Dates or adjust the Amounts
Adjust the Payment Plan Period using the drop menu
Adjust the No of Payments, if required
Select the Payment Plan Items icon

The Payment Plan Item window will open
This shows the list of payment dates and amounts that will appear on the invoice
Click on the first date field to open the calendar and select a new date for the first payment, then select the tab key on your keyboard
- This action will auto update the other payment dates, you can repeat the process for each date in the list if different payment dates are required for the remaining instalments
- Note: this excludes the last payment date in the list - this cannot be changed
To adjust the payment amounts click on the first payment in the list and adjust the amount, then select the tab key on your keyboard
- This action will auto update the other payment amounts, you can repeat the process for each amount in the list if different payment amounts are required for the remaining instalments
- Note: this excludes the last payment amount in the list - this cannot be changed
Select OK

Select Save

The invoice will now appear with the newly edited Payment Method Description, Payment Plan Dates and Payment Plan Amounts