Payment Plan - add a member to ezidebit/payrix and create payment plan

When you want to add a member to ezidebit and create a payment plan for an already existing invoice in one series of steps.

Quick Guide

1.  Navigate to member's profile page and click on "financial details" tab, then edit

2.  Click on the + Button in the Ezidebit/payrixID field - this will cause an Ezidebit Customer Number/Payrix ID to autofill

3.  Click on the $ button - this will open an entry portal to ezidebit where bank / credit card details can be entered - enter details and update - note, this sends details straight to ezidebit/Payrix - not saved in mimembership.

4.  If your payment plans are ongoing without reapplication each year, select the payment plan template that should apply, then save the financial details

5.  Navigate to the member's subscriptions / invoices by either clicking the subscription tab or using the member dropdown

6.  Find the Invoice to be added to payment plan and use the action dropdown.

7.  Move the invoice / invoices in question from left to right hand side of screen using arrows then click next

8.  Check the payment plan template has been selected or select the payment plan template and click apply (this step is important and must be done before the following steps)

9.  Edit the Start Date and number of instalments to match what is left in the remainder of the membership year, then click next

10.  Check details of payment plan and make any edits to dates or amounts that may be required - you can also view the instalment breakdown by selecting the radio button, once satisfied click next.

11.  Another final check of details then save.

Payment plan has been created.

Step by Step Guide

1.  Navigate to member's profile page and click on "financial details" tab, then edit

2.  Click on the + Button in the Ezidebit/Payrix ID field - this will cause an Ezidebit Customer Number/Payrix ID to autofill

3.  Click on the $ button - this will open an entry portal to ezidebit/Payrix where bank / credit card details can be entered - enter details and update - note, this sends details straight to ezidebit/Payrix - not saved in mimembership.

4. Select the payment plan template that should apply, then save the financial details (Note, this step MUST be followed if you are going to automatically create payment plans on renewal)

5.  Navigate to the member's subscriptions / invoices by either clicking the subscription tab or using the member dropdown

6.  Find the Invoice to be added to payment plan and use the action dropdown.

7.  Move the invoice / invoices in question from left to right hand side of screen using arrows then click next

8.  Check the payment plan template has been selected or select the payment plan template and click apply (this step is important and must be done before the following steps)

9.  Edit the Start Date and number of instalments to match what is left in the remainder of the membership year, then click next

10.  Check details of payment plan and make any edits to dates or amounts that may be required - you can also view the instalment breakdown by selecting the radio button, once satisfied click next.

11.  Another final check of details then save.