How to edit the amount of a payment schedule concerning unissued invoices?

You can edit the amount of a membership scheduled payment from the member file.

CAUTION

You can only edit the amount of scheduled payments that have not yet been invoiced. If you wish to edit the amount of a payment whose invoice is already issued as an “early invoice”, you must “discount the next due amount” as a goodwill gesture. To learn the various steps to achieve this, please click HERE.

DRAPEAU.JPGSTEP 1: GO TO MEMBERSHIP IN THE MEMBER FILE

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In the member file, select Memberships.

DRAPEAU.JPGSTEP 2: ADD AN AMENDED DUE AMOUNT

Select the three dots of the membership, then Edit the Direct Debit amount.

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DRAPEAU.JPGSTEP 3: DEFINE THE AMENDED DUE AMOUNT

Two scenarios may happen. You may amend the amount of one or several payments (defined as a period). 

Scenario #1: Edit the amount of one payment

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Provide the date from which the due amount will be amended, as well as its value. 

Enter “1” to edit one due amount. 

Scenario #2: Edit the price of a period consisting of several payments. 

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Provide the date from which the due amount will be amended, as well as its value.

Enter “unlimited” so all coming due amounts whose invoices haven’t yet been issued will be amended. 

Click on SUBMIT, then Proceed.

The amount of scheduled payments have been properly edited in the membership paid by Direct Debit. If you wish to ensure the amendment is effective, you can view the payment schedule of the membership.

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