Use this process when you have multiple members that you wish to add to a payment plan using the same payment plan template. e.g Ezidebit Monthly 15th.

Quick Guide

Step 1 - Navigate to the Invoices Repository - Outstanding tab

Step 2 - Select Invoices to be added to payment plan. Note you can search member number and select, then search next member number and select, they will remain selected.

Step 3 - Click Bulk Action Menu and then click $ Add to Payment Plan

Step 4 - Choose Payment Plan Template and Start Date (date of first instalment) and click Create Payment Plans

Step 5 - All selected invoices will show up on batch page with created payment plans

Step 6 - To email Payment Plan Schedule to members tick Selected box, click Bulk Action Menu and then click Email Payment Plans

Step by Step Guide

Step 1 - Navigate to the Invoices Repository - Outstanding tab

Step 2 - Select Invoices to be added to payment plan.

Note you can search member number and select, then search next member number and select, they will remain selected.

Step 3 - Click Bulk Action Menu and select $ Add to Payment Plan

Step 4 - Choose Payment Plan Template and Start Date (date of first instalment) and click Create Payment Plans

Step 5 - All selected invoices will show up on batch page with created payment plans

Step 6 - To email Payment Plan Schedule to members tick Selected box, click Bulk Action Menu and then click Email Payment Plans