Payment Plans - add invoices to payment plan - bulk action

This process is used to apply the same payment plan template to multiple outstanding invoices.

Step by Step Guide

1. Navigate to the Invoices Repository (Financials > Invoices)

Select the Outstanding tab

2. Select Invoices to be added to payment plan.

Tick the Select All option or individually select invoices to be added to the payment plan.

Tip: use the filters on the member number or surname column headers to search and select individual members to add to the bulk action list. Wait for the bulk action button count to finish updating before proceeding to the next step.

3. Add invoices to the payment plan template

Click the Bulk Action Menu and select the $ Add to Payment Plan option. This will open the payment plan template window.

Select the required Payment Plan Template from the drop menu and set the plan Start Date (date of first instalment). Click Create Payment Plans.

4. Review the batch and email the payment plan schedule

The system will redirect you to the payment plan batch. Here you can review the payment plans created and print or email the payment plan schedule to members.

To email the Payment Plan Schedule to members tick Selected All box, then click Bulk Action Menu and then select the Email Payment Plans option