Setting Up Payment Plan Templates
Payment Plan Templates can be created and then used when building a Payment Plan for an Invoice (see
Working With Payment Plans). To create a new Payment Plan Template, go to the
Money tab and click on
New Payment Plan Template.
Basic Workflow
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Based on Invoice/renewal date - select this option to have payments start on the current date or Membership Renewal Start Date (this is the best option for Membership Auto-Renewals)
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On specific day(s) of week - select which day(s) of the week payments will be made
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Based on invoice/renewal date - select this option to have payments start on the current date or Membership Renewal Start Date (this is the best option for Membership Auto-Renewals)
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On Day of Month - enter the calendar day from the drop down
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choose a more specific pattern by selecting the On the option and choosing from the drop downs (for example, On the Last Friday)
