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Paying outside of terms?


Proulx06
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Love this functionality! Our lax org does a lot of custom payment plans for families and we'll lean on this heavily. I already have 4 custom payment plans/terms out there. 

 

One question I got from our president...one parent wants to pay $100/mo, but then pay extra when they can. I sent myself a test invoice using custom terms and couldn't figure out how to pay extra. Is this possible? 

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Thank you Proulx06.  That's great to hear! Please let us know how things go over the course of the season.

 

Customers will always have the option to pay the following at checkout:

- Past due balance

- Next payment

- Outstanding balance

In the cases where parents want to pay extra they can pay the next payment ahead of time or if they were to reach out to an admin you could adjust the next payment to be for the amount they requested to pay.  The customer themselves cannot pay a different amount than the three amounts listed above. 

 

Thanks so much! 

 

 

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Is there a plan to implement a feature that allows you to add a payment term to an existing invoice? Say you issue an invoice for a full amount, and someone comes in wanting to make a partial payment. Right now, this requires us to create an entirely new invoice.

 

We are running into this a lot with the change-over to the new feature, as we have a lot of teams that split payments but the invoices were issued before the changes, and oftentimes we don't know how teams plan to split up payments.

 

We are happy to have the payment terms in PowerPay but sure do miss some of the other capabilities before the changes, like being able to make partial payments on the fly.

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So I can't recall if this functionality existed originally, but I'm now seeing an 'Apply Credit' feature in PowerPay. So if someone has $500 outstanding on a PowerPay invoice with payment terms, and they hand you a $200 check in person, you can apply a credit to any one of the future payments (both in full or partial). It's absolutely the answer to my question above...making me think it's a more recent feature and not something that existed when I asked. 
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I didn't even see those options! Safe to say all three "Pay Offline", "Pay Online", and "Apply Credit" are all new since I originally asked above? Completely agree that Pay Offline is more in line with what I was originally looking for. 
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You've always been able to mark a payment as "Pay Offline". But that button may be new. 

 

The "Apply Credit" could be used when you have someone who gets a credit for something like coaching, or extra volunteering or something. 

 

Lots of options, and I'm not an accountant, so I'm sure they would have a "best option" view. 

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