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. Select the invoices to be added to the same payment plan template

• Navigate to the Invoices Repository from the main menu under Financials and Invoices
• Select the Outstanding tab
• 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 selection. Wait for the bulk action button count to finish refreshing before proceeding to the next step.

Step 2. Add invoices to the payment plan template

• Click the Bulk Action button and select the $ Add to Payment Plan menu option. This will open the payment plan template window.
• Select the required Payment Plan Template from the drop menu
• Set the plan Start Date (date of first instalment)
• Click the Create Payment Plans button. Once complete this action will redirect you to the Payment Plan Batch

Step 3 - Review the batch and email the payment plan schedule

The system will redirect you to the payment plan batch (located under the main menu Audit Logs and Batch History). 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 the Selected All box
• Click the Bulk Action button and then select the Email Payment Plans menu option