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Payment Plan Record Creation

Once a Payment Plan Option is configured and used for Membership applications and Dues renewals, the related Payment Plan records will be generated in the CRM. In this article, we will take a look at the Payment Plan record creation logic in detail.

2. The Contact proceeds through the checkout process of the Membership Application with a Payment Plan

On the Payment Submission page, the grid should display all of the related Products with the Payment Plan name next to each product.

3. Contact submits payment on the portal and is navigated to the Receipt page.

Similar to the Payment Submission page, the Receipt page should display all of the related Products with the Payment Plan name next to each product.

5. Click into the Subscription in Authorize.NET and verify it has the correct Start/End Dates and number of payments