Adding Installments to specific player schedules is helpful if individual payment schedules differ from those set in the payment plan. Below are instructions on how to add an installment from a player's payment schedule
- Go to People > Players > Manage Player Information
- Use available fields to locate player
- Last Name
- First Name
- Member Id
- OrgID (the default is the current organization ID)
- Note: To perform partial search, enter alphanumeric characters followed by wildcard (percentage symbol) -- % -- or just enter first name and last name
- EXAMPLE: Searching first name of mi% returns players with first name starting with "mi" (Michael, Michelle, Mike, etc.)
- Click Find
- Click player Last Name to view Person Maintenance record
- Click View Payment Schedule
- Click Edit
- Edit last payment to be lesser than current payment scheduled
- EXAMPLE: If last payment is set to be $160.00, edit payment to be $150
- Click Add New Installment
- Add or Edit Installments to desired amounts
- Click Save Changes