Use this process when you have multiple members that you wish to add to payment plans

Quick Guide

1.  Navigate to the Invoices Repository - outstanding tab. 
     Select Payment Plans

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.

3.  Bulk Actions - add to payment plan 

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

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

Step by Step Guide

1. Navigate to the Invoices Repository - Outstanding Tab

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.

3. Bulk Actions - Add to payment plan

4. Choose payment plan template and add date of first instalment - Create Payment Plan

5. List of Batch Created Payment Plans will show