Overview
This guide outlines the process for changing the payment method for a member's instalment schedule within Passport. Instalments refer to a payment arrangement where a total amount due is divided into several smaller, regular payments over a set period, rather than being paid in one lump sum. This offers flexibility to members, allowing them to spread the cost of their fees over time. For organisations, managing these instalment plans efficiently, including the ability to change payment methods, is crucial for smooth financial operations and member satisfaction.
Step-by-Step
Step 1: Navigate to your Order List
Click on Finances > MANAGE FINANCES in the left-hand menu
Step 2: Filter by Instalment Plan
In the Order Status dropdown filter, select INSTALMENT PLAN to display orders with active instalment schedules
Step 3: View the Order
Locate the order for which you want to change the payment method, then click the VIEW button next to that order
Step 4:Change the Payment Method
On the order details page, select CHANGE PAYMENT METHOD
A pop-up box will appear allowing you to change the current payment method attached to the instalment plan. To change to a new method, enter the details of the desired payment method and click PAY ANOTHER WAY
A confirmation message will appear, indicating that the payment method has been successfully changed for the instalment schedule. This instalment schedule will now process any remaining payments using the new payment method.
