Managing a payment plan from a client’s profile

You can view, make payments to, and cancel payment plans from a client’s profile. Scheduled payments are automatically charged to a client’s account based on the payment plan. If a client fails to pay as scheduled, the payment will be billed to their account balance.

NotePayment plans cannot be edited. To change a client’s payment plan, you must cancel the payment plan, remove the Event from their profile, then resell the Event with a new payment plan.
CautionIf a payment plan is cancelled but there are still payments due, the payments are cancelled for the purchase, meaning the client will get the item without having to pay for it.
NoteWhen a payment is made towards a payment plan, the total amount owed for the item is decreased. For example, if a staff member makes a payment of $50 towards the payment plan on a membership for which a client owes $200, the amount owed will be reduced to $150.

In this article:

    To view a client’s payment plan:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Billing & Account Balance.
    5. Under the client’s account balance, click View All Installment Plans.
    6. Click name of payment plan you want to view from the list.

    To make a payment on a payment plan:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Billing & Account Balance.
    5. Under the client’s account balance, click View All Installment Plans.
    6. Click name of payment plan you want to make a payment on from the list.
    7. Click MAKE A PAYMENT.
    8. Under REPAY BY INSTALLMENTS, enter the amount of the payment.
    9. Choose the method of payment from the list.
    10. Select one or more payment methods and enter the client’s information.
    11. Click REPAY.

    To make a payment on a Purchase Option’s payment plan:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Passes & Memberships.
    5. Find the Purchase Option you want to make a payment towards. You may have to browse the list, use the Search option, or filter the list to find the Purchase Option.
    6. Click Installment Plan.
    7. Click MAKE A PAYMENT.
    8. Under REPAY BY INSTALLMENTS, enter the amount of the payment.
    9. Choose the method of payment from the list.
    10. Select one or more payment methods and enter the client’s information.
    11. Click REPAY.

    To cancel a payment plan:

    1. On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
    2. In the list of clients displayed, click the client’s name.
    3. On the side menu, click Account.
    4. On the Account menu, click Billing & Account Balance.
    5. Under the client’s account balance, click View All Installment Plans.
    6. Click name of payment plan you want to cancel from the list.
    7. At the top of the page, click Cancel this installment plan.
    8. In the confirmation popup, click OK.
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