Payment Plans - Create custom plan for individual

Create a customised payment plan for an individual member.

This process does not use one of the preconfigured payment plan templates. 

This process adds the outstanding invoice/s to a payment plan.

Quick Guide

1. Search for the member record
2. Use the Member Action button to navigate to Financials and Payment Plan
3. Click the + Plan button
4. Select the unpaid invoice/s and then the arrow > button
5. Click the Next button to continue
6. Enter the customised Payment Plan Options
7. Review Instalment dates and amounts
8. Confirm and Save the Payment Plan
9. Email or Print the Payment Plan

Step by Step Guide

Step 1 - Open the create payment plan process

• Use the Quick Search from the main menu to navigate to the member record
• From the member record there are two options to add an invoice to a payment plan:
• Option 1: From the member's payment plan repository
  • Click the Member Action button and select Financials and Payment Plans
  • Click the +Plan button
• Option 2: From the member's account
  • Click the Account tab that has the outstanding invoice
  • Use the Invoice Action button and select $ Add to Payment Plan from the menu options

Option 1

Option 2

Step 2 - Add outstanding invoice/s and create the customised payment plan

• Select the Unpaid Invoice/s and use the > buttons to move them to the Invoices on Plan window
• Click the Next button to continue
• Under the General Options display enter and set these Payment Plan Settings: 
  • Payment Frequency - how often the instalment is due
  • Number of Instalments - the number of instalments the invoice amount is divided by
  • Payment Method - how the invoice is to be paid. If you are creating a direct debit payment plan then you must select the payment method that corresponds with your direct debit payment gateway provider i.e. Payrix or Ezidebit
  • Start Date or End Date - only one option required. The due date of the first instalment or the date of the final instalment
• (Optional) under the Fee Options display enter the required direct debit surcharge settings: 
  • Fee Type - if the fee is a fixed amount or a percent of the invoice total owing
  • Fee Per Instalment - if the fee amount is applied to each instalment
  • Fee Charge - the charge used to create the fee invoice
  • Fee Amount - the amount of the fee
  • Exclude Fee for First Instalment - the fee is to be excluded from the first instalment
• (Optional) under the Charges Distribution display add any charges to be paid in specific instalments i.e. insurance or storage fees are payable in the first instalment:
  • Select Charge - type in the charge name and select from the available menu options
  • Select Instalments - tick the instalment the charge is to be paid
  • Click the Add button - adds the charge to the selected instalment
  • Repeat to add more charges to specific instalments
• Click the Next button

Step 3 - Configure instalments and confirm plan

• Instalments are created. The system will also auto generate a Draft Invoice for any Fees applied to the plan
• (Optional) change any instalment Due Dates by clicking on the date field
• (Optional) change any instalment amounts. Overtype a new amount for each instalment in the Total Owing field - start with the first instalment and subsequent instalment amounts will auto update
• (Optional) view the breakdown of each instalment. Tick the Show Instalment Breakdown check box
• Click the Next button
• Click the Save button. The plan is confirmed. The statuses on the invoices added to the plan and the corresponding memberships will update to On Payment Plan 
• (Optional) after saving the payment plan a taskbar will open at the top of screen with options to Email or Print the Payment Plan