Payment Plans - add member to payment gateway and create payment plan

Complete this process to add a member to your chosen payment gateway provider and add an existing invoice to a payment plan instalment schedule.

Step by Step Guide

1.  Navigate to member's record Details

Click  the Financial Details tab, then Edit

2.  Click on the + Button 

This is located in the payment gateway customer number or payer reference field. Once you click on this button the field will auto populate with a unique number from your payment gateway provider.

3.  Click on the $ Button

This is located in the payment gateway customer number or payer reference field. This will open an entry portal to your payment gateway provider. 

Enter the  bank or credit card details provided by the member. Select the Update button and close the window.

Note: Personal credit card and bank details are not maintained in MiMembership - they are sent through the secure portal to your chosen payment gateway provider. We recommend you destroy any hard copy documents or notes that include personal member details. 

4. Select the payment plan template and Save

From the Payment Plan drop menu, select the members chosen Payment Plan template. This step MUST be completed for members who have requested their payment plan to be ongoing.

Select Save

5. Select the Invoice to be added to a Payment Plan

Navigate to the member's account invoices by either clicking the Account tab or selecting Accounts from the Member Action drop menu

6.  Add the invoice to a payment plan

Click the Invoice Reference action menu located on the invoice that is to be added to the payment plan.

Select the $ Add To Payment Plan option

7.  Select and confirm invoices to be added to the payment plan

Move the invoice / invoices from left to right to add then to a payment plan. You can drag/drop the invoices or use the arrow buttons.

Select Next

8.  Create the Payment Plan

Select the payment plan template from the drop menu and click the Apply Template button. This will apply the pre-configured payment plan settings to the plan i.e. if there are direct debit fees or set charges added to selected instalments.

Edit the Start and End dates (optional). Generally this is not required if the Apply Template button has been clicked.

Select Next

9. Review and Save the payment plan.

Check details of payment plan and make any edits to the instalment dates or amounts. 

View the instalment breakdown by ticking the Show Instalment Breakdown check box

Once reviewed, select Next

Select Save. The plan is created and the invoice and membership status will have updated to show On Payment Plan.