Change a Pay in Full Payment Structure to Monthly Payments

Summary

Change a configured renewal plan that is set to pay the full plan cost up front to one in which the client will pay twelve equal monthly payments.

When

• The pet owner wants the plan renewed but would like the cost divided into 12 monthly payments instead of paying the total cost up front.

Permissions

• Administrator
• Manager

Terminology

• Paid-in-Full (PIF): Payment structure in which the client pays 1 payment for the full cost of the plan on its start date.
• Monthly: Payment structure in which the cost of the plan is divided into 12 monthly payments.
• Configured Renewal: The plan generated to start at the end of the current plan term or when an administrator starts it early.

Things to Know

• Only a configured renewal plan, without a payment already processed, can be changed from a PIF payment structure to one in which the client will pay 12 monthly installments.
• Once the configured plan has been started, the payment structure cannot be changed.
• If a paid-in-full (PIF) payment is declined and the pet owner would like to change to monthly payments, the plan will need to be cancelled and the pet enrolled in a new plan. This will result in an IDEXX new plan fee being charged. 

Steps

Change a PIF Payment Structure to Monthly Payments via the Wellness Plans Report

1. From the menu, select Reports > Wellness Plans.
2. Select Plan Renewal Status by Month.
3. If necessary, change the month and year to view plans ending in the specified month.
4. Click Generate Report.
5. Click Edit Report Filters.
6. In the Plan Payment Configuration area, choose the Paid in Full option.
7. Click Generate Report. 
8. Search for any plan with Automatic Renewal Plan Configured or Manual Renewal Plan Configured in the Renewal Status description.
9. Click the View Plan link to the right of the in-progress plan associated with the configured renewal plan.
10. Within the Client Summary page, click the All Other Plans tab.
11. Click the View link to the right of the renewal plan to update.
12. Click Plan Administration.
13. Select Convert PIF Payment to Monthly Payments.

14. Click Confirm to divide the total owed into 12 monthly payments.
15. Optional: Click the Payments tab to view the monthly payments that will be owed.

Change the PIF Payment Structure to Monthly Payments via the Client Summary Page

1. Log into Petly Plans as an Administrator or Manager.
2. Search for the client for which to change the payment structure from PIF to monthly payments.
3. Within the Client Summary page, click the All Other Plans tab.
4. Click view to the right of the configured renewal.
5. Click Plan Administration.
6. Select Convert PIF Payment to Monthly Payments.

7. Click Confirm to divide the total owed into 12 monthly payments.
8. Optional: Click the Payments tab to view the monthly payments that will be owed.

Other Helpful Resources

• Choose a Payment Profile to Charge for the Plan Payments
• Manually Charge a Payment(s)
• Refund a Payment
• Set a Payment to Automatically Process
• Void a Payment