Payment Plans - Add invoice to existing plan

Modified on Thu, 13 May, 2021 at 9:56 AM

When a member has an existing payment plan and a new invoice is raised, it can be added to the payment plan either by dividing into remaining instalments, or by selecting one specific instalment for it to be added to.

Quick Guide

(Invoice has been raised, payment plan already in place)

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.  Select the Allocation Type . Choose to distribute the balance across all remaining instalments or select a specific instalment to add the invoice to

5. Click on the +Invoice button next to the invoice you want to add.

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

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