Skip to main content
Must know
  • Uplifter turns it on. Payment Plans is a club feature that is off by default.
  • Three buttons on an active plan. Record payment settles one installment paid by cash, check or e-transfer, Change card moves the plan to another saved card, and Cancel installments stops the rest.
  • Stopping installments refunds nothing. The guardian won’t be charged again and their balance clears; money already collected is kept.
  • A declined installment is tried again on later daily runs (8:00 AM Eastern). Retry now on the payment schedule charges it straight away.
Where to find it. In Financials > Invoices, a plan’s order invoice (the one from checkout) reads Payment plan · [X] of [N] paid, plus a red · Installment overdue when one is late. The guardian’s Billing tab shows the same. Each installment is collected on its own invoice, marked Plan installment [n] of [N]. Open the order invoice for the plan buttons and its Payment plan schedule. It has no Take payment button. If the order invoice itself is still unpaid, Charge on terminal takes a card in person. Before you start. Settings > Organization > Features shows whether Payment Plans is on. Only Uplifter can change it. While it’s off, the plan buttons and Retry now are hidden and running plans freeze: nothing is charged or moves toward failing.
1

Open Record payment

Click Record payment to record money collected outside Uplifter against one installment, so it won’t be charged automatically.
2

Pick the installment and method

Under Apply to, choose Installment [n] - $[amount] (a failed one is marked (failed) and preselected). Amount must match the installment plus its tax, so you can’t record part of one. Set Method to Cash, Check, or Interac E-transfer (Canadian clubs) or E-transfer (everywhere else).
3

Save

Click Record payment. You see “Payment recorded”, and the payment lands on that installment’s own invoice.
Move the plan to another card. Click Change card, pick another saved card in Change payment method, and click Change card (“Authorized card updated”). Every plan on the invoice moves, and a failed installment goes back on the schedule for the next daily run (8:00 AM Eastern). You can’t add a card here: the guardian adds one in the family portal. A card paying an active plan can’t be removed until the plan moves off it. Stop the remaining installments. Click Cancel installments. In Stop remaining installments?, click Stop installments (or Keep schedule to back out). You see “Remaining installments cancelled”. Every plan on the invoice stops and the schedule shows what was Forgiven. The enrollment isn’t changed. Retry a failed installment. Retry now appears beside any installment a charge was already tried on. It charges the card straight away, without waiting for the daily run (8:00 AM Eastern) (Charging…, then “Installment charged”). If the card is declined again, an error says why. When an installment fails. The daily run (8:00 AM Eastern) charges each installment on its due date and tries a declined one again on later daily runs. After the last decline the installment reads Overdue (the family portal shows it as Failed; an installment the family sees as Overdue is one you see as Past due) and its own invoice stays unpaid. The athlete stays enrolled. The family gets the Payment Plan Installment Failed email and staff with a financials permission get Payment Plan Failed (Admin). What the family sees. The family portal names two of these differently: Overdue here shows as Failed for the family, and Past due shows as Overdue. Only Past due, Failed - retrying and Overdue mark the order Installment overdue. Blocked and Deferred never count as the family being late. See what the family sees. Refunds. A negative Installments (charged later) line keeps the order invoice’s total to what was collected at checkout, and caps refunds on it at that. Each installment is refunded from its own invoice. See cancelling or refunding a plan. Related: How do I let families pay for a program with a payment plan? · How do I take a payment on an invoice? · What happens when a recurring charge fails? · How do I refund a customer on a paid invoice?