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

Step 1 - Navigate to the member's payment plan

• Use the Quick Search to find the member record
• Select Financials and Payment Plans from the Member Action menu

Step 2 - Edit the payment plan

• Select the Edit option from the Payment Plan Action menu or click the payment plan Instalment Progress bar

Step 3 - Add the invoice to the payment plan

• On the Edit Payment Plan screen select the +Invoice button
• Click Yes to confirm adding the invoice. This action will open the Instalment Allocation dialog box
• Select the Allocation Type (* mandatory field) from the menu options:
  1. Distribute Across All Unpaid Instalments (the total invoice amount is distributed equally across all unpaid instalments), or
  2. Add invoice to a Selected Instalment (the total invoice amount is added to the selected instalment)
• If you chose to add the invoice to a Selected Instalment you must select which instalment you specifically want the invoice added to from the Select Instalment menu options
• Select the +Invoice button for the invoice you want to added to the payment plan