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  • Only available for fixed renewal memberships

  • Must have a 12 month term

  • Fixed date setup for invoice dates and the eligibility period

    • Requiring a review and rebuild each year.

  • All invoice dates have to be greater than the eligibility end date

  • The only recurring goods/service from the membership are available to use in the payment plan

    • Makes adding an admin fee challenging

  • Bruin customers should not be using Payment Plans

  • Must be set to a Cash basis. Does not work for accrual accounting

  • Must be using V2 of the member application to use payment plans for joining members

Training Materials

Overview Slide Deck

View file
namePayment Plans Training Deck.pptx

Payment Plans Knowledge Base Article