Convert to manual payment

It is possible to convert a member’s installment credit card payments to manual payment either by cheque, cash, Interac transfer, external payment or offline credit. Here is the procedure to follow:

Procedure to follow if no payment has been debited to the member’s credit card

• Click on the transaction in the Transaction tab of the member’s profile

• Click on the "Action" button and then on Convert to manual.

Open

• You will be asked to select the manual payment method

• Then click on Next.

Open

• You will then be asked to confirm the payment conversion by clicking on Confirm.

• A message will be displayed to notify you that the conversion was successful.

• The manual payment will then be indicated in the member’s transaction, you will then have to apply the payment when you receive it. Please refer to the Apply a Payment documentation.

Procedure to follow if a payment has already been debited to the member’s credit card

If a payment has already been debited to the member’s credit card and you wish to convert future payments to manual payments, the procedure is slightly different.

• Click on the transaction in the Transaction tab of the member’s profile

• Click on Edit on the right-side panel of the registration box

• Select the manual payment method for future payments

• Click on Confirm

• The manual payment will then be reflected in the member’s transaction, you will then need to apply the payment when you receive it. Please refer to the Apply Payment document.