Change Installment Method of Payment, Dates and Amounts

Owned by Melanie Bujold
Last updated: Jan 17, 2023 by Donna Harrington
2 min read

When a member initially selects the credit card payment with future installments, it is possible to change the payment method, the date and the amount of the installments.

For more information on converting between credit card and other payment methods, please refer to the documentation Convert to manual payment .

This allows you to:

  • apply a payment received by another payment method

  • apply a credit to the account

  • take a higher payment amount than originally planned on an installment date

  • take a smaller amount than originally planned on an installment date

The total of all installments must add up to the original invoice amount.

To adjust the amount of the installment, you must have more than one future payments.

 

To change an installment, go to the member’s profile under the Transaction tab, click on the line item you like to edit, and the side panel will open. Go to the Registration section and click on Edit.

 

A pop-up window will open, allowing you to change the payment method and date of all upcoming installment payments. The following payment options will be available:

  • Cheque

  • Cash

  • Manual Interac e-Transfer

  • External payment (payment from an external terminal)

  • Offline credit (can be applied to future payments)

Click on Confirm when you are done, the system will always validate the total amount before saving.

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