Use this process to create a payment plan for an individual member that does NOT use one of your pre configured payment plan templates.

Quick Guide

Step 1 - Search for the member using Quick Search or the Member Directory

Step 2 - Click the Member Action button. Hover mouse over Financials and click Payment Plans

Step 3 - Click + Plan button

Step 4 - Add invoice/s to a Payment Plan by selecting the unpaid invoice/s and then clicking the > button to add the invoice under Invoices on Plan column

              (right hand side). Click the Next button to continue.

Step 5 - Create the Payment Plan

Step 6 - Configure Instalments

Step 7 - Confirm and Save Plan

Step by Step Guide

Step 1 - Search for the member

Use the Quick Search or from the Members Directory search for the member by entering information into the Surname, First Name, Member Number or Groups.

Step 2 - Click the Member Action button. Hover mouse over Financials and click Payment Plans 

Step 3 - Click + Plan button

OR

From the member's account you can select the Invoice Action button and select the Add to Payment Plan option

Step 4 - Add invoice/s to a Payment Plan by selecting the unpaid invoice/s and then clicking the > button to add the invoice under Invoices on Plan column (right hand side). Click the Next button to continue.

Step 5 -  Create the Payment Plan

• Under the General Options tab enter the required payment plan settings: Payment Frequency, Number of Instalments, Payment Method, Start Date or End Date (you do not need to select and apply a template)

Note: Payment Method; if you are creating an Ezidebit payment plan you must select the payment method that corresponds with the one configured for Ezidebit

• Under the Surcharge Options tab enter the required surcharge settings (i.e. Fee Type, Fee Per Instalment, Charge, Fee Amount, Exclude Fee for First Instalment) add Direct Debit Fees
• Under the First Instalment Charges tab enter the required instalment settings (i.e. Select Charge Name or Code) then select Save.
• Select Next

Step 6 - Configure Instalments

Instalments will be created as per payment plan and charge configuration. You may manually configure instalment dates and/or amounts if required. Once completed, select the Next button.

Step 7 - Confirm and Save Plan

Check the Plan details and then select the Save button

After saving the payment plan you will see a taskbar which allows you to email or print the payment plan