If a member needs to pay an existing invoice in installments, you can convert that invoice into a payment plan invoice directly from their member profile. This article walks an organization admin through locating the invoice, converting it to one of your available payment plans, and what to expect afterward if auto-pay is enabled.
Locate the member and their invoice
- Click Search in the top right corner and search for the member whose invoice you want to convert.
- When the member appears in the results, click on their name to open their member profile.
- From the list of registrations on their profile, find the invoice you want to convert and click on the payment status to open the invoice.
Convert the invoice to a payment plan
- Inside the invoice, click the three dots in the top right corner and select Convert to Payment Plan.
- Choose the payment plan you want to apply from the list of available options, then click Yes, convert it.
- The page will refresh and the invoice will be converted to the selected payment plan.
What happens with auto-pay
| ⚠️ If you have auto-pay enabled in your account and the member has a stored payment method, LeagueApps will automatically charge them on the next due date of the payment plan. |
FAQ
Will the member be charged immediately after I convert the invoice?
Not necessarily. If auto-pay is enabled in your account and the member has a stored payment method, LeagueApps will charge them on the next due date according to the payment plan schedule, not at the moment of conversion.
Which payment plans can I convert an invoice to?
You can convert to any payment plan that is available in your account. These appear in the list when you select Convert to Payment Plan from the invoice.