Payment Plans

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Cancel an Event which has a Payment Plan Invoice

If an event is cancelled and already invoiced through a Payment Plan, cancelling the event will trigger the cancellation of orders, functions, and ...

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Add Multiple Orders to a Payment Plan

You can add multiple service orders or registration orders to payment plans at one time. You can choose to add multiple orders to a single payment ...

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Add, Edit or Remove Payment Plan Steps

After you add a payment plan to an order or group of orders, you may need to make adjustments to the default structure of the payment plan, includi...

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Credit a Payment Plan Step

You can credit payment plan steps that are already invoiced. Click the Payment Plan Invoicing link from the Main Menu. The Payment Plan Invoicing ...

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Credit a Payment Plan Final Invoice

You can credit a final invoice in the payment plan and create a new final invoice.  Configure the System Setting for Final Invoice Crediting You on...

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Add a Payment to a Payment Plan

Although uncommon, there are times where you need to add a payment directly to a payment plan. This typically only applies to non-memo payment plan...

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Memo Payment Plan Calculation Process

When working with memo payment plans, the below scenario describes how memo payment plan calculations work and help to understand the overall calcu...

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Invalid Resource EV970_NEW_RES_TYPE Message When Adding Payment Plan to an Order

If you receive an "Invalid Resource EV970_NEW_RES_TYPE" message when adding a payment plan to an order, the payment plan tax resource type (class 9...