Payment plans by Direct Debit can take a single payment or N instalments. Where the amount does not divide evenly the first payment will be modified with the remaining payments for an identical amount. 

An active GoCardless mandate must be in place before a DD payment plan can be unpacked. Mandates often take several days to process. The Sheep system will automatically try to unpack your payment plan if the mandate is not yet ready.

When a DD payment plan is unpacked the future payments will be created in Sheep. About a week before the payment is due the payment request will be sent to GoCardless for collection. Payments can be cancelled from within Sheep or from GoCardless until they have been collected. Refunds can not be initiated from Sheep.

No. of Payments

Set the number of times a member should make the payment: for an annual payment this would be set to 1; monthly would be 12; and quarterly would be 4.

Defer first payment (days)

Optionally, set a number of days to delay before collecting the first payment.

Period

Set how often each payment should be made: for a single, annual payment, this would be Annual; monthly payments would be Monthly; quarterly payments would be Quarterly.

An invoice payment plan will create an invoice for the item being purchased. The invoice will be attached to the buyer. For memberships the buyer will be the billing contact, if empty the admin contact, if empty the member.

Memberships where an invoice is requested as the payment plan will be shown as requiring payment until one is recorded. There is no specific payment terms feature but you could update your invoice settings with payment terms and also edit your automated communications to confirm the terms you wish to apply.​

Payment plans will normally be chosen by the user through the self-service app. These notes will help if you need to add change or modify a payment plan for a membership.
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