Envibe: How to make a payment date change on a debit plan

Envibe: How to make a payment date change on a debit plan

Question

How can I change the payment date on all debit plans to a new scheduled date?


Answer

The Payment Date Change function is used for updating all enrolments/members debit types to a new schedule date enmass

To update payment dates:

1.  Launch Debit Management from the Main Menu
2.  Select PAYMENT DATE CHANGE



3.  Select the debit types you wish to apply the payment date change.
4.  Press Next
5.  Review Debit Dates



6.  Press Next
7.  Review Memberships


8.  Press Accept

    • Related Articles

    • Envibe: Direct Debit Management

      Debit Management Module Overview The Debit Management module houses all the direct debit administration tasks required to run your organisation. These include things such as: Payment Issue reporting Direct Debit Settlement reports Credit Card Expiry ...

    • Envibe: How to update payment details for a debit plan on POS

      Question How do I update a customers payment details on their debit plan with a new credit card on POS? Answer All Envibe users, regardless of permissions, can update a customer’s payment details if payments have dishonored, or the customer requests ...

    • Envibe: How to apply a manual charge to a debit plan

      Question How do I manually apply a charge to a customer's debit plan? Answer Supervisors and senior staff with the applicable permissions can add manual charges/adjustments to an account. This functionality can be used for transitional debt, dishonor ...

    • Envibe: How to apply a manual credit to a debit plan

      Question How can I manually apply a credit to a customer's debit plan? Answer Supervisors and senior staff with the applicable permissions can add manual credits to an account. This functionality can be used for transitional credits, dispute ...

    • Envibe: How to change price from Invoice to upfront or Direct Debit in Courses

      Question How do I change a student's enrolment from invoice to paying upfront and/or direct debitt. Answer If a student’s enrolment has been invoiced, and the enrolment needs to be changed to paying upfront/or direct debit 1. Navigate to the ...