Payment Plans - 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 during the renewal invoice process.

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

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.

Step 2 - Search for Payment Plans under the Financials tab

Select the 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.