Viewing or adjusting a client’s membership payment schedule

From a client’s membership payment schedule, you can view their previous and future payments. Additionally, you can adjust a client’s payments to accommodate specific situations.

NoteIf you make any changes to a client’s payment schedule, the membership will be marked as EDITED on the client’s Overview page under Purchase Options. Additionally, the payment schedule will show who made the change under the Edited column.

To view or adjust a client’s membership payment schedule:

  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 membership whose schedule you want to view. You may have to browse the list, use the Search option, or filter the list to find the membership.
  6. Under the Action column of the Purchase Option, click the More button  and select Payment Schedule.
    • The next scheduled payments are displayed. To view all payments made in the past, click View Past Payments.
  7. Make any desired adjustments:
    • To modify the date of a future scheduled payment:
      1. Click the payment date that you want to modify. A calendar appears.
      2. Select a new date for the payment from the calendar. The client will now make the payment on the new date. This does not affect any other payment dates.
    • To defer a payment, click the More button of the payment you want to defer and select Skip. The value of the skipped payment is added to the next scheduled payment. A deferred payment will not trigger a payment owing alert on the client’s profile or affect the client’s account balance.
    • To adjust a payment but maintain the total price of the membership:
      1. Under the Scheduled Payment column, click the scheduled payment value that you want to adjust.
      2. In the box, enter a new value for the payment. The payment amount is changed, and the next non-adjusted payment amount is automatically increased or decreased to offset the change. For example, if you decrease the payment by $1, then the next non-adjusted payment will be automatically increased by $1.
    • To adjust a payment without maintaining the total price of the membership:
      1. Under the Price column, click the price value that you want to adjust.
      2. In the box, enter a new value for the price. Entering a lower value will give the client a discount, while entering a higher value will cause the client to pay more. The value of the associated scheduled payment is automatically changed to match the new price. No other scheduled payments are affected.
    • To make a lump-sum payment:
      1. Click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. and select One-Time Payment.
      2. On the One-time Payment page, click the Edit button , enter the value of the lump-sum payment, and select the payment method(s). If you select multiple payment methods, the payment will be split equally between the different methods. You can adjust the amounts by entering a custom value under PAYMENT AMOUNT for each method.
      3. Click Make Payment. The lump sum payment is displayed in its own row on the payment schedule. The values of future scheduled payments are reduced accordingly.
    • To revert the changes to a scheduled payment, click the More button next to Undo.
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