How Do I Change the Date of a Payment Request?
How Do I Change the Date of a Payment Request Waiting to be Scheduled?
How Do I Delete an Outstanding Payment Request?
Changing the Payment Request Email for a Subscription Group
Changing the Payment Request Email for an Individual Contact
How Do I Change the Amount Owed on an Upcoming Payment Request?
How Do I View Upcoming Payments?
How Do I Change the Date of a Payment Request?
In some circumstances, you may wish to change the date when a payment request is sent out to your contacts - to find out how to do this, follow the steps below:
Please note - you cannot change the date of an instalment payment once the first payment request has been sent. You can change the date on a monthly recurring payment. You cannot backdate a payment request or change the date of a request once it is ‘Outstanding’.
Step 1: Tick the box alongside the category/class name you wish to change the request date for and click ‘Next’.
Step 2: You will see a list of all contacts you have requested a payment request to be sent out for. If you wish to only amend one contact’s request date you can manually change the date by clicking in the ‘Request date’ field alongside the contact name, enter the new request date and then click ‘Save and Finish’.
Step 3: If you wish to change the request date en masse, select all names (using the tick box next to the ‘Names’ column) and hover over ‘Actions’ then click ‘Apply payment request date’.
Step 4: Enter the new date you want the requests to be sent out for and click ‘Apply’. You will see the date change behind the pop-up box. Then close the pop-up box.
Step 5: Scroll through your requests and make sure you are happy for these requests to be sent, when you are happy with the requests click ‘Save and Finish’.
Once you have followed these instructions you will have successfully changed the date of your payment requests.
How Do I Change the Date of a Payment Request Waiting to be Scheduled?
In some circumstances, you may wish to change the date when a payment request is sent out to your contacts - to find out how to do this, follow the steps below:
Step1: Tick the box alongside the category/class name you wish to request for and click ‘Next’.
Step 2: You will see a list of all contacts you have yet to send a payment request for. If you wish to only amend one contact’s request date you can manually change the date by clicking in the ‘Request date’ field alongside the contact name, enter the new request date and then click ‘Save and Finish’.
Step 3: If you wish to change the request date en masse, select all names (using the tick box next to the ‘Names’ column) and hover over ‘Actions’ then click ‘Apply payment request date’.
Step 4: Enter the new date you want the requests to be sent out for and click ‘Apply’. You will see the date change behind the pop-up box. Then close the pop-up box.
Step 5: Scroll through your requests and make sure you are happy for these requests to be sent, when you are happy with the requests click ‘Save and Finish’.
Once you have followed these instructions you will have successfully changed the date of your payment requests.
How Do I Delete an Outstanding Payment Request?
In some circumstances, you may wish to delete an outstanding payment request for one or many of your contacts - to find out how to do this, follow the steps below:
Step 1: Click the red numeric value next to ‘Outstanding for accounting period to-date:’
Step 2: Click the tick box alongside the contact you wish to delete the payment request for, or if you wish to delete all outstanding payment requests, click the tick box alongside ‘Name’ to select all contacts.
Step 3: Once you have selected the contacts you wish to delete the outstanding payment request for, hover over ‘Actions’ and click ‘Delete payment request(s)’.
Step 4: A pop-up box will appear asking ‘Remove payment request(s)’, if you are happy to remove the request(s) click ‘OK’.
Step 5: Your screen will update with the payment request(s) removed.
Once you follow these instructions you will have successfully deleted your outstanding payment request(s).
Changing the Payment Request Email for a Subscription Group
In some circumstances, you may wish to change the email which is sent alongside your payment requests - to find out how to do this, follow the steps below:
Please note - you can change the template for the subscription group you are requesting payment for and per individual contact. This article will cover both scenarios.
Step 1: To edit the payment request email, you first need to go to the subscription group the payment is related to.
Step 2: Alongside the subscription group you are requesting payment for, click ‘Edit’.
Step 3: Scroll down to the bottom of the settings to locate ‘Email Templates’. Click ‘Edit’ alongside ‘Payment Request Email Template’.
Step 4: Edit your template to your preference, when complete click ‘Save Template’ then ‘Save and Finish’.
Changing the Payment Request Email for an Individual Contact
Step 1: Alongside the contact you are requesting payment for click ‘Edit’ underneath the ‘Email’ column.
Step 2: Edit your template to your preference, when complete click ‘Save Template’ then ‘Save’. This will only change the email for that specific contact.
Please note - if you only wish to send the request out for the contact you have edited the email for, you must ensure the date field for all other contacts is blank before clicking ‘Save and finish’ in ‘Payment requests to be scheduled’.
How Do I Change the Amount Owed on an Upcoming Payment Request?
In some circumstances, you may wish to change the amount owed within a payment request which is being sent out to your contacts - to find out how to do this, follow the steps below:
Step 1: Tick the box alongside the category/class name you wish to change the amount owed for and click ‘Next’.
Step 2: You will see a list of all contacts you have requested a payment request to be sent out for. If you wish to only amend one contact’s amount owed you can manually change the amount by clicking in the ‘Amount’ field alongside the contact name, enter the new amount owed and then click ‘Save and Finish’.
Step 3: If you wish to change the amount owed en masse, select all names (using the tick box next to the ‘Names’ column) and hover over ‘Actions’ then click ‘Change amount to be requested’.
Step 4: Enter the new amount owed and click ‘Apply’. You will see the amount change behind the pop-up box. Then close the pop-up box.
Step 5: Scroll through your requests and make sure you are happy for these requests to be sent, when you are happy with the requests click ‘Save and Finish’.
Once you have followed these instructions you will have successfully changed the amount owed on your payment requests.
How Do I View Upcoming Payments?
In some circumstances, you may wish to see upcoming payments for requests that are being sent in the future - to find out how to do this, follow the steps below:
Upcoming Payments
Please note, upcoming payments will only show you payments which are scheduled to be collected in the future.
Step 1: Here you will see a list of upcoming payments with a view of a month ahead. You can amend the date range by entering new dates within the ‘From:’ and ‘To:’ fields and clicking ‘Next’.
Step 2: If you have a long list of upcoming payments you can go to the next page by clicking the arrows at the bottom of the list or by entering the page number you wish to view in the box next to ‘View’.
Once you have followed these instructions you will have successfully viewed your upcoming payments.
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