Managing Payment Plans
Payment plans are setup by the purchaser during the checkout process if the order meets the qualifications that the club defines. If selected and when the order is completed, a PAYMENT PLAN is created with individual INSTALLMENTS schedule to run on a schedule.
| Name | Description |
| PAYMENT PLAN | Contains all the details and installments for the order. You can CHANGE specifics about the plan or DELETE the plan. If you delete a payment plan, it will remove all scheduled installments, but will not remove any prior payments made to the order. |
| INSTALLMENTS | Each individual scheduled payment within a payment plan. You can EDIT/MODIFY or REMOVE installments from the schedule. Once the DATE of the installment has passed, it will run a payment and change the payment state from PENDING to PAID. NOTE: Do not manually change the state to PAID or it will not run payment. |
Step to EDIT or REMOVE Installments:
- Go to Manage > Orders
- Find order with Payment plan, click See Payment Plan Details
- Find INSTALLMENT to change > click
- EDIT - To change DATE or AMOUNT, then UPDATE INSTALLMENT or
- REMOVE - To delete installment out of plan
- Click SAVE to Payment Plan to save your changes.
Step to DELETE Payment Plan:
- Go to Manage > Orders
- Find order with Payment plan, click See Payment Plan Details
- Click DELETE to cancel the entire plan.
NOTE: Once a Payment Plan is deleted, it is not recoverable. Any payment that had been previously made will still be made, so you may need to refund order separately if needed.
