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Edit CIM profile & Amounts

Located within Browse Payments, this feature allows a Club Admin to change the amounts or cancel an upcoming scheduled CIM (Custom Payment Plan) payment.

 

If you are looking to change a payment amount for a user with an established CIM payment plan, there are 2 required steps.

Step 1:  Apply any credits/fees to the transaction by clicking 'Apply Credit' or 'Add Fee'.

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Step 2:  You will then want to select the 'Edit CIM profile & Amount' button and make the similar change to a payment on their account.

For example, if the schedule payment was $200 but you want to change it to $100. You would need to:

1. Apply $100 credit to the transaction
2. Go into CIM, find that next payment and then make it $100.

 

If you are looking to cancel a scheduled payment then all you need to do is select Cancelled on the right hand side of the payment you would like to Cancel and then Update CIM data.

 

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Need to Cancel or Refund a user that is on a Payment Plan? If so, see our Cancel & Refund Payment Plan guide.
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