Here is the procedure to follow if you need to cancel scheduled installments on a member's credit card so that the installments are not charged to the member.
Go to the member's profile
Click on the ‘Transaction’ tab
Click on the transaction for which you wish to cancel payments, a side panel will open on the right
Click on ‘Edit’ in the registration box next to the member's name.
Change future payment methods by selecting one of these choices ‘Cash’, ‘Cheque’ or ‘Manual Interac E-transfert’ and click ‘Confirm’.
To set the amount due to $0.00, you can then credit the invoice by clicking the ‘Action’ button on the right side panel and selecting ‘Credit Invoice’.
If there is more than one child on the invoice, ensure that all payments are made before crediting the invoice
A pop-up window will open to enter the reason for the credit and click on ‘Confirm’.
Internal note: will only be visible to the administrator
External Note: This note will be visible on the member's receipt
