Approve or reject payment plans
Review custom plans members and parents propose, and approve plans automatically with an auto-approve date.
Chapter admins and officers whose role includes Manage Payment Plans can approve or reject custom plans in the web app. Plans from your chapter's payment schedules don't need approval. Chapter admins can also set an auto-approve date so plans that finish in time are approved the moment they're submitted.
Before you start
- A plan you don't approve before its first payment date expires that morning, and nothing is charged. See How payment plans work.
- When a member or parent proposes a plan, admins get an email ("Payment Plan Proposed by …") with a Review Proposed Plan button. Proposals also show on the Tasks page.
Steps to approve or reject a plan
- Go to Payment Plans. The Pending Plans tile shows Action needed when a plan is waiting for you.
- In the Payment Plans table, find a row with the status Needs Admin Review and open it.
- Check the schedule, the total and who proposed it.
- Select Approve or Reject.
A plan that covers several charges opens as one Payment Plan Submission. Approve or Reject applies to every charge in it.
Steps to auto-approve plans by date
Only chapter admins see this setting.
- Go to Payment Plans. In the Payment Plans table header, select the calendar icon (Set a chapter-wide auto-approve date for custom plans).
- Pick a date under Auto-approve all plans that finish by.
- Select Save.
Custom plans whose last payment is on or before that date, for any charge type, are approved automatically. To set a date for one charge type only, open the charge type, go to its Payment Plans tab and select the calendar icon next to Allow custom plans. A plan is auto-approved if it meets either date.
To go back to reviewing every plan by hand, open the calendar icon and select Clear.
What happens next
- Approved: the member (and the parent, if a parent proposed it) is emailed. Payments start on the first payment date.
- Rejected: they're emailed that the plan was rejected. Nothing is charged, and they can pay the balance or propose a different plan.
- Auto-approved: members see "This plan will be approved instantly" while building the plan. Admins get a "Payment Plan Created for …" email saying it was auto-approved.
- The rule is checked only when a plan is submitted. Setting or changing a date doesn't approve plans that are already waiting. Review those by hand.
Common questions
Why can't I see Approve?
You need the Manage Payment Plans permission. If the charge pays out to a separate payout account, you also need access to that account.
Can I turn off the emails about proposed plans?
Yes. In your account settings, open Admin Notifications and turn off Payment Plans Proposed.
Can I edit a plan before approving it?
No. Reject it and propose your own plan to the member. See Propose a payment plan to one member.