Payment Plans - End a plan

This is the process for ending a payment plan. For example, a member decides to change groups which has different fees, or they decide to pay the invoice in full.

Ending a payment plan will create a credit note for the balance of any payment plan fees, as well as returning the invoice to an outstanding, overdue or defaulted state, depending on how old the invoice is.

Quick Guide

End a member's payment plan using one of the below options. 

Scroll down page for the Step by Step Guide that includes images.

Option 1 - Via member's Payment Plans page

    Step 1 - Search for member using the Quick Search on the main menu

    Step 2 - From the Member Action drop menu select Financials and then Payment Plans

    Step 3 - Click the Action button at end of Current Payment Plan line and then click End Plan

    Step 4 - Click Yes on End Payment Plan message to confirm

Option 2 - Via Payment Plans Repository

    Step 1 - Navigate the main menu to Financials and then Payment Plans

    Step 2 - Search for the member under Current tab using Member # or Surname column search filter

    Step 3 - Click the Payment Plan Action button and select End Plan

    Step 4 - Click Yes on End Payment Plan message to confirm

End Payment Plans in Bulk

To end payment plans for multiple members in one bulk action:

    Step 1 - Navigate the main menu to Financials and then Payment Plans

    Step 2 - Select all or multiple Payment Plans in the table for the members payment plans that are to end

    Step 3 - Click the Bulk Action button and select End Payment Plans

    Step 4 - Click Yes on End Plan Confirmation message to confirm

Step by Step Guide

End a member's payment plan using one of the below options.

Option 1 - Via member's Payment Plans page

Step 1 - Search for member using the Quick Search on the main menu

Step 2 - From the Member Action drop menu select Financials and then Payment Plans 

Step 3 - Click the Action button at end of Current Payment Plan line and then click End Plan 

Step 4 - Click Yes on End Payment Plan message to confirm

Option 2 - Via Payment Plans Repository

 Step 1 - Navigate the main menu to Financials and then Payment Plans 

 Step 2 - Search for the member under Current tab using Member # or Surname column search filter 

 Step 3 - Click the Payment Plan Action button and select End Plan 

 Step 4 - Click Yes on End Payment Plan message to confirm 

End Payment Plans in Bulk

To end payment plans for multiple members in one bulk action:

Step 1 - Navigate the main menu to Financials and then Payment Plans 

Step 2 - Select all or multiple Payment Plans in the table for the members payment plans that are to end

Step 3 - Click the Bulk Action button and select End Payment Plans

Step 4 - Click Yes on End Plan Confirmation message to confirm