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Home » Community Support for ClubRegistrar » Cancelling or Paying out an Instalment Plan

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11/17/2014 9:13:21 AM

Kevgor
Kevgor
Administrator
Posts: 47
Installment Notice Emails


Each time an installment is due, the customer will get an email with an invoice for the installment amount. One week later, if not paid, another email will be sent. Finally, after two weeks without payment, the customer will get a email every day until the installment is paid.


Sometimes the customer will complain that they are getting daily emails, even though they paid you with a cheque, or maybe cancelled out.

If the customer pays the installment online via CoastRegistry, then all the emails will stop (at least until the next installment is due).

If the customer pays you using a cheque, or cash, etc., then CoastRegistry does not know the installment is paid, and will continue as if it was not paid.

To fix this, you can go and "Mark as paid" the installment.

1) Go to Administration
2) Select View/Manage Payment Plans
3) You'll see the customer’s registration on the upper list, when you select that row (click on it), you will see the payment schedule with the installments on the bottom list.
4) You can see that one or more payments are overdue , which is why they've been getting daily emails
5) Click on the "Options..." link on the line with the offending Pmt
6) Select "Mark as Paid by Other Means"
7) A box will come up allowing you to select paid by cheque, cash, external credit cards, etc. as well as date and comments
8) Fill it out and add the comments, and click okay.

So now that this payment will be paid, and they will not get any more emails for that installment payment.

However, you should note that when the next installment is due, and the emails will start again. If all the payments will be done by cheque (rather than via CoastRegistry), you can use the above procedure for each payment, or you can just mark the whole payment plan completed. To do that see the following

1) Go to Administration
2) Select View/Manage Payment Plans
3) You'll see the customer’s registration on the upper list, when you select that row (click on it), you will see an options button to the far right.
4) Click on the "Options..." link on the line with the registration
5) Select "Mark as fully paid out and completed"
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