Monthly Plans
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      1. FranScape Knowledge Base
      2. Monthly Plans

      Viewing & Editing Monthly Plans

      How to view and edit an existing monthly plan.

      To view the details of a monthly plan:
      • Navigate to the Customer
      • Select the Plans tab

      6 Plans tab

       

      NOTE: Each monthly plan is related to a class, so they are displayed per Class

      Plans are displayed with information relating to the Class the Consumer is in. This table includes:
      • Plan ID
        • Reference that can be used when filtering the main Plans Table
      • Start Date
      • End Date
      • Consumer
        • Clicking the Consumer will open the Consumer Information
      • Class
        • Clicking the class will open the Class Information
      • Venue
        • Clicking the venue will open the Venue Information
      • Card Expiry Date
      • Deposit
        • This is the Month in advance the Customer paid in their initial payment. It will not change if they move between classes or the lesson price rises in future
      • Monthly Fee
        • This will change if lesson prices change in future
      • Date the Next Payment is Due
      • Amount that will be paid in the next payment
        • This can differ from the Monthly Fee if credits have been applied to the Customer account
      • Active
        • States whether the plan is currently active or not
       

      View Payments Made

      To view payments made, select the Payments button

      This shows you:
      • The Franscape Transaction Reference
      • The date it is Scheduled to be taken
      • Whether it was Taken as scheduled
      • When the transaction status was last updated (Last Change) 

      NOTE: Each time a payment is taken it also schedules the next one.

      View Lessons

      To view lessons attended, select the Lessons button

      This shows you:
      • The Lesson Reference
      • The Class Reference
      • If the consumer was Present or Absent
      • The Lesson Date

      Editing a Plan

      • Navigate to the Customer
      • Select the Plans tab
      • Click the Edit (pencil) button

      edit plan card

      You have 2 options here:

      1. Change the payment card assigned to the plan
        • either select from an existing card or add a new card
      2. Change the day of the month the payment is taken
        • Select a new payment date

      Please Note: FranScape does not currently work out pro-rata charges or credits based on a change of the monthly payment date.

      Payment when changing your payment date:

      When editing the day of the month that the payment is taken, please note that:

      • The change will not be instant as the next payment would have already been scheduled. 
      • Payment is then taken on the next scheduled date (the usual payment date) and once paid, it will reschedule the payment dates to the newly selected day.