Setting new payment plan
If you need to change payment plan for a member on an auto-renew membership, or if the member requests to be on a new payment plan, you can update the plan on their membership card.
Locate the contact that need's their payment plan updated and click on the Membership Plans tab and find the card for the membership plan that needs updating.
Click on the Edit button to bring up a window with more information. In the new window, scroll down until the Auto-renew Payment Plan field is visible. If you can't see this field, please make sure that Auto-renew? is checked.
Click on the dropdown arrow under the Auto-renew Payment Plan field to see the payment plans you have available. These payment plans are defined in your flock settings. For more information on adding new payment plans, please read the following article: https://intercom.help/sheepcrm/en/articles/3935216-payment-plans
Once the payment plan has been selected, click on the Save button to set the new payment plan for the membership. Please note that this payment plan won't come into effect until the membership plan next renews.
Renewal emails sent to auto-renew members
If you have renewal emails set to be sent out to members with auto-renew membership plans, we recommend adding text to the email that advises any members that which to change their payment plan to contact your team as they will not be able to update the payment plan themselves.
Membership status Lapsed - DD Payments still being collected
If the Membership should be active:
Action > Renew the membership (which creates one for the the next month)
Action > Edit that membership and set the payment plan to direct debit
Action > Unpack payment plan (this will create the payment as there is a direct debit mandate) - note the system will do this for you but picks them up on a cycle
If the Membership should be lapsed:
Action > Cancel the instruction with the payment platform that is collecting these payments i.e. GoCardless or Stripe
Action > Update sheepCRM to reflect 'true' financial figures to assist with reconciliation