Plan details

Sums up how the plan bills and who it covers.

Shows the base price with "/ month", "/ N months", "/ week", "/ day" or "one-off" (for a pack also the number of classes). Below it:

• Due: for a monthly recurring or pack plan "Day D of each period", for a one-off the plan's date.
• For: the names of the plan's groups, Whole organisation for a plan with no groups, or No groups if the groups aren't visible to you. If new people in the groups aren't added automatically, it reads "Manually managed roster — people joining this group later are not added."
• For a pack: "N credits per period · one credit per attendance · valid until the next period is due".

For an archived plan a note at the top reads "This plan is archived: members don't see it and no charges are generated. Its payment history is kept."

Lets you change the due date of one specific period, for example push back a holiday month, without touching the others.

Shown for recurring and pack plans. Next to the title it says "next" and the date of the nearest due date. Below it: "The due date each period will be billed on. Change one without affecting the others." Each row has the period name, a date field with the due date that will be used and, if you've changed it, a Back to the default due date button. Pick a new date and it saves at once ("Due date updated."). The new due date can't be before the period starts; otherwise you see "That date could not be used. It must not fall before the period starts."

If charges were already issued for the period, the name is followed by "Charges already issued — changing this moves them": unpaid charges for that period move to the new date; paid ones stay. Changing a due date never bills anyone twice. For a pack, the next period's due date also decides how long the current period's credits last.

Points you to the full list of discounts.

Shown under the people on a one-off or recurring plan with at least one discount: "… See "Discounts" at the bottom of Plans."

Makes sure everyone on the plan has something to pay, without waiting for automatic billing.

It's in the More actions menu, with the hint "Bill everyone on the plan who has no unpaid charge." Needs the Manage charges permission and is only shown for an active, non-archived plan. Opens the Generate charges window with an explanation for the plan type; press Generate now or Cancel. It's safe to press more than once, nobody gets two unpaid charges for the same thing. On success you see "N charge(s) generated." or "Everyone on this plan already has their charge — nothing to generate."

Lets you change the name, price, description, category, schedule and due date.

Needs the Manage payment plans permission. It's the main button at the bottom (for an archived plan it's in the More actions menu). Closes the panel and opens Edit plan: see the article on creating and editing a plan. The plan's groups and who is on it can't be changed from there; manage the people on the plan from Members on this plan.

Lets you pause billing, for example over the summer, without losing the plan.

They are in the More actions menu and need the Manage payment plans permission; the hint when disabling is "Stops new charges. Members and history stay." A disabled plan issues no new charges (automatically, for new members, or with Generate charges now) and is hidden from members. Charges already issued remain. You see "Plan disabled." or "Plan enabled."

Lets you clear an old plan from the list when it can't be deleted because it has payments.

They need the Manage payment plans permission. Archive is in the More actions menu instead of Delete once the plan has taken payments; its hint reads "It has payments, so it can’t be deleted." An archived plan moves to Archived plans, is hidden from members and issues no charges; its payment history is kept. You see "Plan archived. Find it under "Archived plans" at the bottom of the list." Restore (the main button on an archived plan) brings it back exactly as it was, including whether it was enabled or disabled ("Plan restored.")

Removes a plan created by mistake or never used.

Needs the Manage payment plans permission, is in the More actions menu and is only shown if the plan has no paid charges. Opens the Delete plan window asking "Delete this plan? This can't be undone."; press Delete or Cancel. "Plan deleted." appears and the panel closes.