Payment Plans - assign payment plan template to a member

Assign a default payment plan template to the member record. This payment plan template will be ongoing and is applied to the membership renewal invoice during the renewal wizard process.

To create a default payment plan template complete the instructions on how to create Payment Plan Templates >

Step by Step Guide

Step 1 - Edit the member's financial details

• Use the Quick Search from the main menu, or from the Member Directory, to find the member record
• Click the Financial Details tab
• Click the Edit button

Step 2 - Select and save the preferred payment plan template

• Click the Payment Plan select menu
• Select the required Payment Plan Template from the menu options i.e. Monthly Direct Debit
• Click the Save button. The default payment plan is applied to the member record