Renewal Plans Only:
A manager or administrator can change the payment configuration of a renewed plan BEFORE any payments are collected.
To do this:
- Within the Client Summary Page, verify the correct pet and renewal plan displays.
- Click Plan Administration.
- From the menu, select Convert PIF Payment to Monthly Payments. A confirmation dialog box appears.
- Click the Confirm button to change the payment configuration to Paid in Full. The PAYMENTS tab displays the conversion within the Client Summary Page.
- The Cancel button is used to exit without changing to a PIF payment configuration.
- The Due Date indicates the payment will be collected during the month the renewal plan is activated. Verify the Auto Charge option is selected.