Step-By-Step Instructions
Accessing Manage Payment Plan
Via History
Steps:
Click "Customers" in Top Navigation
Find Customer in the Customer Management Table
Click Customer Name to open Customer Profile
Click on "History" Tab
Find Order
Click More Options Button (Three Dots)
Click "Manage Payment Plan" Button
Via Participant's Reservation
Steps:
Click "Customers" in Top Navigation
Find Customer in the Customer Management Table
Click Customer Name to open Customer Profile
Click Participant Name to open the correct Participant Profile
Find Reservation in "Upcoming Schedule" or "Attendance Records" Tabs
On Reservation, Click More Options Button (Three Dots)
Click "View Order" Button
On Order, click More Options Button (Three Dots)
Click "Manage Payment Plan" Button
Via Payment Plan Details
Steps:
Click "Settings" in Top Navigation
Click on "Payment" Tab in Side Navigation
Click on "Payment Plans" Sub Tab
Click on "Payment Plan Details" Button
Find Payment Plan in Payment Plan Details Table
Click More Options Button (Three Dots)
Click "Manage Payment Plan" Button
Cancel and Reschedule Reservations
Cancel Reservation
Steps:
In "Manage Payment Plan" Modal Window:
Click "Reservations" Tab
Click Checkbox to select Credit
Click "Cancel Reservation" Button
Proceed with Cancel / Refund (See Below)
Reschedule
Steps:
In "Manage Payment Plan" Modal Window:
Click "Reservations" Tab
Click Checkbox to select Credit
Click "Reschedule" Button
Edit Installments
Edit Installment Date
Steps:
In "Manage Payment Plan" Modal Window:
Click "Edit Installments" Tab
Find Installment
On Installment, click Edit Button (Pencil)
Insert updated date or select updated date from the Calendar
Click "Save" Button
Insert Reason to Reason Text Field
Click "Be Mindful - Action Irreversible" Checkbox
Click "Update Installment" Button
Edit Installment Amount
Steps:
In "Manage Payment Plan" Modal Window:
Click "Edit Installments" Tab
Find Installment
On Installment, click Edit Button (Pencil)
Insert updated Installment Amount to Currency Field
Click "Save" Button
If Scholarship Discount: Click Balance Change Due to Scholarship Checkbox
Insert Reason to Reason Text Field
Click "Be Mindful - Action Irreversible" Checkbox
Click "Update Installment" Button
Capture Payment
Steps:
In "Manage Payment Plan" Modal Window:
Click "Capture Payment" Tab
Find Installment
On Installment, click the Checkbox to select
Select Payment Method and Charge
Option 1: Charge Card on File
Find Card
Click the Checkbox on Card
Click "Charge Card" Button
Option 2: Add New Card
Click "+ New Card" Checkbox
Enter Card Number
Enter Expiration Date
Enter CVC Code
Click "Charge Card" Button
Options 3: Create Payment Record (Payment Collected Externally)
Click the "Payment Collected Externally" Checkbox
Select Payment Method from Dropdown
Optional: Enter Description in Description Text Field
Click "Create Payment Record" Button
Cancel / Refund
Steps:
In "Manage Payment Plan" Modal Window:
Click "Cancel / Refund" Tab
Click Checkbox(es) to select Credit(s)
Click "Be Mindful - Action Irreversible" Checkbox
Only Cancel Reservations
Click "Only Cancel Reservations" Button
Cancel & Refund
Click "Cancel & Refund" Button
Proceed with Granting a Refund