Every installment plan at your club appears under Finances > Recurring Billing. You can also see an individual member's plans in their account under Payment Plans.
The summary cards
Card | What it shows |
Collected this year | Total collected from installments since January 1 |
Due in the next 30 days | Scheduled charges coming up in the next 30 days |
Outstanding | Remaining balance across all active plans |
Past due | Installments that were not collected on schedule |
Finding a plan
Use the tabs to switch between Past due, Active, Completed and Cancelled plans.
Filter by product or type, or search by name, product, account number or order number.
Click Export CSV to download the list for your treasurer or bookkeeper.
Viewing a plan
Click View plan on any row. You will see the account, order number, product, total, amount per charge, remaining balance, next charge date and the card being charged.
Below that is every installment with its due date, status and amount. Use the Scheduled, Paid and Failed tabs to narrow the list, and click View on a paid installment to open its receipt.
How plans appear on the order
The order shows the full product price with a payment status of Partial and a Balance Due for the remaining installments. Once the last installment is collected, the plan moves to Completed.
Changing or cancelling a plan
Plans cannot be edited after the member checks out. To stop a plan, open it and click Cancel plan. No further installments will be charged.
If a member needs a different schedule, cancel the current plan and have them check out again once the remaining balance is resolved.