Setting Up a Payment Plan for a Participant

IMPORTANT:

As the payment plans are set at club level, any fees for the association or BQ that will be owed by the participant will be taken from the club bank account and paid up automatically. Once the participant has completed their payment plan, these funds will remain in the club's bank account including any association and BQ fees as they would have already been paid up at the time of registration.

Individual payment plans can be offered as a customised alternative to the set instalment options.

Participants will need to request directly with their club or association to have this set up prior to registering to a competition.

The payment plans need to be set up by the club as the participant registers to their club for domestic competitions or the association can set up the payment plan for the participant if the competition registration is set up directly to them.

1	In the Registrations Module, select the competition
2	Navigate to the Payment tab scroll down until you see the option to tick Payment Plan N.B. You can navigate directly to your payment plan dashboard by select Manage Payment Plans however you will need to select Save at the bottom of the screen the first time you tick this box, then follow Step 3
3	In the Finance Module, select the Dashboard tab > Payment Plan
4	Select the competition from the drop-down menu
5	At the right of the screen, select Add
6	Enter the details in the fields provided then select Send Email
7	This will generate an email to the participant which will include the registration link for the competition

The participant can now set up their own payment options such as how frequently they want to pay, which day of the week they want the payments to come out and when they would like the first payment to be made.

To assist the participant in completing their payment plan set up, please see Adding My Payment Plan