When circumstances change, such as a member deciding to pay their fees in full, you may need to cancel a payment plan.
The first step is to cancel the future instalments.
- Navigate to the Account Receivable module, select the Payment Plan option and then enter the member number
- Cancel remaining payment plan instalments
- A window will open asking for the date of cancellation
- Enter the date and then select Ok
This will allocate any remaining debit to the member’s account.
If you are cancelling the Membership or need to remove the total, you should credit the outstanding amount with today’s date. If the member is paying the remaining amount or you are not writing off the total owing, skip this step.
Lastly, if you hide anything, make sure the total of both invoices together should equal a $0
For more help, please contact membership_support@mslsolutions.com. For more Virtual Manager article, click here.
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