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, follow this process.
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.
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 hover mouse of Financials and click Payment Plans
Step 3 - Click Action button at end of Current Payment Plan line and then click End Plan
Step 4 - Click Yes on End Payment Plan message
Option 2 - Via Payment Plans Repository
Step 1 - Navigate to Financials > Payment Plans
Step 2 - Search for member under Current tab using Member # or Surname column search field
Step 3 - Click Action button and then click End Plan
Step 4 - Click Yes on End Payment Plan message
End Payment Plans in Bulk
To end payment plans in bulk for multiple members follow the below steps.
Step 1 - Navigate to Financials > Payment Plans
Step 2 - Select members whose payment plans are to be ended
Step 3 - Click Bulk Action Menu and then click End Payment Plans
Step 4 - Click Yes on End Plan Confirmation message
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 hover mouse of Financials and click Payment Plans
Step 3 - Click Action button at end of Current Payment Plan line and then click End Plan
Step 4 - Click Yes on End Payment Plan message
Option 2 - Via Payment Plans Repository
Step 1 - Navigate to Financials > Payment Plans
Step 2 - Search for member under Current tab using Member # or Surname column search field
Step 3 - Click Action button and then click End Plan
Step 4 - Click Yes on End Payment Plan message
End Payment Plans in Bulk
To end payment plans in bulk for multiple members follow the below steps.
Step 1 - Navigate to Financials > Payment Plans
Step 2 - Select members whose payment plans are to be ended
Step 3 - Click Bulk Action Menu and then click End Payment Plans
Step 4 - Click Yes on End Plan Confirmation message
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