This process can be used when the club has decided NOT to collect particular payments from a member invoiced on a scheduled payment plan i.e. the member's membership may be put on 'hold' for a period of time. In this scenario the payment instalments are to be deleted from the members invoice and a credit invoice created.
Important: scheduled Ezdidebit payments cannot be deleted, or an invoice edited, until these payments have been reconciled (pending payments appear in green font)
Quick Process
- Search for the member, select their Account tab
- Select the invoice that has the Payment Plan applied
- Select the Payment Plan edit tool located on the payment to be deleted
- The payment window will open, select Delete
- Repeat for any other payments to be deleted
- Note: deleting the payments will not change the invoice unpaid balance therefore, a credit invoice for the payments you will not be collecting is to be created
- Select the credit invoice icon (top right of screen)
- Adjust the amount on the credit invoice to match the combined deleted payments, select Create
- The recalculate payment plan window will open, select All
- The Member's unpaid balance invoice will now be updated
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