How Do I Renew a Payment Category?

Notification: Payment Options > Payment Categories

To renew your Payment Category, complete the following steps:

Step 1: Hover over 'Payment Options' on the main menu bar and select ‘Payment Category’.

Step 2: Click on 'Renew' which can be found on the right-hand side of the Payment Category you wish to renew.

Step 3: A pop-up box will then appear. Here, you can re-name the Payment Category, edit the cost (if necessary) and select whether you wish to review/edit the other settings of the Payment Category.

Whatever option you choose click on 'Next'. If you wish to edit the settings, click on 'Save and Proceed to Next Step' when done. I

Step 4: You will then be presented with two options to renew:

a) ‘Renew all people in the 'old' Payment Category’; or

b) ‘Renew only people who have paid in the 'old' Payment Category’

After you have decided, click ‘Next’.

Step 5: Then, select one of the following three options:

Option 1: ‘Schedule the payment request(s) now’

Select this option to send the payment request(s) now or schedule the request(s) to be sent at a later date.

If you have scheduled the payment request to go out at a future date, then the request will appear in the ‘Upcoming Payment Report’ where you can edit the details further if necessary.

If you have selected the request to go out 'now', details of the payment request will appear in ‘Financials’ > ‘Payment reports’ within a few minutes of completing the process.

Option 2: ‘Schedule the payment request(s) later’

Select this option to schedule your payment request(s) another time. When you are ready, you can access the payment requests under ‘Financials’ > ‘Payment request(s) waiting to be scheduled’.

Option 3: ‘No payment request(s) required’

Select this option if you want to add people to the Payment Category but not request payment.

After you have sent out the renewal requests you may wish to delete the old Payment Category.

Please note - deleting your old Payment Categories will not affect the information in the Payment Reports.

Once you have completed all the above steps you will have successfully renewed your Payment Category!