Renewal Plans Only:

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

To do this:

  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.
  • 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.