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Setting Up Payment Plans

For a full video on setting up Payment Plans, please see the RAMCO Training Video on Payment Plans.

  1. Open an existing Dues Cycle.
  2. Go to the left hand navigation, and click on Dues Schedules.
  3. Click Add New Dues Option.
  4. Create a Name for the Dues Option that indicates it is for Payment Plans.
  5. The Dues Schedule should auto-populate.
  6. Decide whether or not this Dues Option should be the Default Dues Option. 
    • Typically, the Full Payment Dues Option would be the Default Dues Option.
  7. Decide whether or not this Dues Option should be published to the portal.
  8. Decide whether or not this Dues Option should only be available during a certain time frame during the Dues Cycle.
  9. Decide whether or not this Dues Option should have a Split. 
    • The Splits Option field dictates how the system breaks apart and charges any remainder payment. So if you have it split with Last then you might see 333.50, 333.50, then 333.53. 
  10. The Duration information should auto-populate.
  11. On the left hand navigation, click on Payment Schedules.
  12. Click on Add Existing Payment Schedule.
  13. Either choose an existing Payment Schedule or click on New to create a new Payment Schedule.
  14. To dictate which Payment Schedule will charge each product, on the left hand navigation, click on Products.
  15. Click on Add Existing Product.
  16. Either choose an existing Product or click on New to create a new Product.

For more details on how to set up Dues, click here.

For more details on Payment Schedules, including field definitions, click here.

For more details on Dues Cycles, including field definitions, click here.

For more details on Dues Schedules, including field definitions, click here.

For more details on Dues Options, including field definitions, click here.

For more details on Products, including field definitions, click here.

 

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