Note: Action buttons and terminology will vary from images depicted below based on the Payment Gateway configured within the MiMembership database.
Quick Guide
1. Navigate to Financials and Payment Plan instalments
2. Select the payment gateway Send button
3. Set the Instalments on or Before date
This will refresh the Direct Debit list with all instalments that have a due date on or before this date
4. Bulk select all instalments in the list
5. Select the Send to Payment Gateway button
Step by Step Guide
1. Navigate to Financials and Payment Plan instalments
2. Select the payment gateway Send button - this would show as either payrix or ezidebit
3. Set the Instalments on or Before date
This will refresh the Direct Debit list with all instalments that have a due date on or before this date
4. Bulk select all instalments in the list
5. Select the Send to Payment Gateway button
This button is located bottom right of screen
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