This article will show you how to edit a Payment Plan within a session.
Instructions
Log in to Recreation Management
Navigate to the Activities tab, then to Activity List
Expand an Activity
Select Edit Session (pencil icon) next to the session that contains your desired Payment Plan
Navigate to the Payment Plans tab
Click Edit (pencil icon) next to your desired Payment Plan
Note:
You can change the name of your Payment Plan directly on this screen. Hover over the name and make your edits. The system will save your changes when you click out of the editing box.
Make the desired edits
Name: Name of payment plan
Dates: Start and expiration dates
Online Availability: Choose to allow online payments, in-house payments, or both
Eligibility: Select permissions
Card On File: Choose to require that a card be on file
Due at Signup: The Amount the customer must pay at signup as a deposit for the payment plan
Bulk Editing: Allow you to create multiple payments at once
Installments: Specify either the "days after sign-up" setting or the due date setting (only one will be used per installment)
Click the Save Payment Plan Assignment button
Click the Save Session button
