Assign Payment Plan Template to a Member

Use this process when a member chooses to pay by one of the payment plans available and the payment plan will be ongoing each year. This process selects the payment plan that will be created each year on renewals.

For information on setting up a Default Payment Plan, Click Here

Quick Guide

Step 1 - Search and select the Member

Step 2 - Search for Payment Plans under the Financial Details tab

Step 3 - Select the preferred payment plan option then select the Save button

Step by Step Guide

Step 1 - Search and select your Member
Use the Quick Search or from the Member Directory search on First Name, Surname, Member Number, or Group by entering information into one or more of these fields. You can select just one letter to add to the Surname or First Name fields to list only members whose name begins with that letter.

Step 2 - Search for Payment Plans under the Financials tab

Select their Financial Details tab then select the Edit button.

Step 3 - Select the preferred Payment Plan method

Select the drop-down arrow next to Payment Plan and then select required payment plan (e.g. Monthly Direct Debit)
Complete the process by selecting the Save button.