Payment Plans - add invoice to existing plan

When a member has an existing payment plan and a new invoice is created it can be added to the existing payment plan either by dividing the new invoice into remaining instalments, or by selecting one specific instalment for the new invoice to be added to. An example when this this process may be used is when creating invoices to reclaim dishonoured instalment fees, or adding an entrance/joining fee invoice to an existing plan.

Step by Step Guide

1.  Navigate to Member's Payment Plan.

2. Go to the member's action button and select Edit.

3.  On the Edit Payment Plan screen, select the +Invoice button.

4.  The following screen will appear. Next to Allocation Type (* mandatory field), select the drop-down arrow and you will have 2 options (1. Distribute Across All Unpaid Instalments and 2. Selected Instalment). Select how you want the invoice added (divided among remaining instalments or to one specific instalment).

 If you choose Selected Instalment, you should select which instalment you specifically want the invoice added to.

5. Select the +Invoice button against the invoice you want to add