Viewing Payment Plans on a Household Account:

To find a specific, active RPP for a user, you will want open the household account.

Click the household Registrations or Memberships tab
Look at the list of registrations and click View/Edit Payment Plan for the specific purchase
1. Non-payment plan registrations do not have a View/Edit Payment Plan link
2. Note: the View/Edit Payment Plan link will link to the specific RPP if it is active and will link to the general Payment Plans page if the RPP is completed, expired, paused, or cancelled
  1. This is why labeling RPPs specifically is so important
    1. i.e. It is easier to locate "Foley Recreation Center annual membership PP" or “Eastside Elementary AM/PM PP” because of the detailed title
Options available for the RPP type will appear at the top of the screen
1. RPPs for Standard Activities can be paused, canceled, edited, and updated
2. RPPs for Advanced Activities can be canceled and updated
3. RPPs for Memberships can be paused, canceled, and updated

Viewing Payment Plan Reports:

Access the Financial Reports tab of the household or organizational account from the menu on the left
Click on Payment Plans from the Other Reports section

View Payment Plans
- Will allow the user to sort the list by the Payment Plan status:
  - Active
  - Paused
  - Completed by date range
  - Canceled by date range
  - Cards Expiring Soon
    - Select Plan # to view the Reason.
- When the member's credit card is near the expiration date, a notice will appear in red, below the balance

**Please note that since the original recording of this video, a Development Update to the Payment Plan Icon has taken place.

Originally, a circular arrow appeared next to all items that were in an active payment plan.

As of January 13th, 2025 - you will now see a clickable link next to items currently in an active payment plan. When clicked, the link will bring you directly to the details of that payment plan.

Additional resources on Payment Plans can be found in our Knowledge Base.