Configured Renewal Plans Only:

A manager or administrator can change the payment configuration of a renewed plan BEFORE any payments are collected.


Find configured renewal plans set to charge the full price of the plan upon activation:

  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, select Paid in Full to narrow the report to those that are set to be paid in full at the beginning of the plan term.
  7. Click Generate Report. Any plan with a Renew Status of Automatic Renewal Plan Configured or Manual Renewal Plan configured can be updated to charge payments on a monthly basis.


To change the upfront full payment to monthly payments:

  1. From the report, click View Plan.
  2. Click the ALL OTHER PLANS tab.
  3. Click the View link to the right of the plan set to renew.
  4. From the Plan Administration drop-down menu, select Convert PIF Payment to Monthly Payments.
  5. Click Confirm. The cost of the plan is divided into monthly payments.

Alternative:

  1. Within the Client Summary Page, verify the correct pet and renewal plan displays.
  2. Click Plan Administration.
  3. From the menu, select Convert PIF Payment to Monthly Payments. A confirmation dialog box appears.
  4. Click the Confirm button to change the payment configuration to Paid in Full. The PAYMENTS tab displays the conversion within the Client Summary Page.
Notes:
  • 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.