How can I change a payment plan?
Overview
Participants who register with a payment plan might later need to make changes or adjustments. With our new payment plan feature enhancement, you can now easily switch an order from one payment plan to another or add installments to an existing payment plan.
Where do I find this feature?
Once an order is placed you can then edit the payment plan by going to view the order details.
Step 1: Go to the order you want to edit (go to order view details view)
Step 2: Next you will go to the actions tool highlighted below and then click on "switch payment plan".
Step 3: Finally you will be able to add a payment plan to an order that does not have a payment plan or you will be able to switch from one payment plan to another.
Switch a payment plan - you can choose from the drop-down menu and change the payment plan associated with the order, you can then make any necessary edits to the individual installments.
Add a new installment - you can manually edit each installment or add a new installment.
Contact us
Please don't hesitate to reach out if you have any questions. Contact our support team at support@jumbula.com.
Best Regards, Jumbula Support Team
Related Articles
Payment plan overview
Overview As part of your online registration setup options, you will be able to create payment plans within each of your seasons. Besides offering the pay in full option you will be able to offer your registrants with payment plan options. Here you ...Can registrants choose from multiple payment plans?
Yes, you can offer multiple payment plans, and registrants can select from available options during registration. ? View full guide → Payment plan overview Need help? Our support team is here to help you succeed. Contact us at support@jumbula.com, ...How can I apply a payment plan to my season?
Overview A payment plan can now be added to both single programs and/or to the entire season if you are using the multi-program registration mode. When using the multi-class registration mode, a registrant can select multiple programs at once and ...Take-a-payment overview
Overview Once you have taken online registrations where you did not take a payment in full you will need to update your orders as you collect payments. This can be the case when you use the "cash/check" checkout option or when you offer a payment ...How can I disable the payment confirmation email for "Take a payment" functionality?
When an admin uses the "Take a payment" tool within the admin dashboard or the user makes payment within the family dashboard, the admin will receive the payment confirmation email by default, however, this option can be disabled. Follow the ...