Customers may want to pay in advance rather than be automatically drafted for various reasons.
All EFT anticipated payments need to be processed from the customer's account using this option:
From the customer's account, you will go to Account Changes > Prepay EFT Draft.
In the window that appears, you will select the number of months to prepay. The amount to pay for 1 month will match the Next Draft Amount displayed on the center of the customer's main page.
Once you have selected the number of months to prepay, click on Collect Payment. The rest of the transaction is then processed as usual.
If completed correctly, the system will automatically move the next draft date forward depending on the number of months that the customer paid in advance.
Pre-Pay while on Freeze/Cancel
Please do not start a new prepay order if there is an existing freeze or cancel order on the account.
If a customer decides to prepay after a freeze or cancel order was made, you can manually remove the
Freeze or Cancel info before you move forward with the prepay EFT order.
See our guide on Account Freeze and freeze info removal below: https://tan-link.zendesk.com/hc/en-us/articles/360030304572-Freeze-Unfreeze-and-Edit-existing-Freeze-dates-for-a-Customer-Membership-EFT-
If a customer is on a freeze and wishes to prepay the Freeze fee, you can use the Miscellaneous payment option and manually edit/delete the "Next Draft Date" from the membership details screen.
Click on MORE DETAILS underneath the Customer's Name. Then click on Account Details/History
In the next window, you will scroll down until you see the following.
You will adjust the draft date by clicking on the Next Draft Date and manually entering a new draft date
using this format: xx/xx/xxxx.
The next draft date needs to be pushed forward according to the number of freeze fees that the
customer paid. Press ENTER on your keyboard to save the changes made to each field.
***Please do not edit the Next draft amount as this is the amount that will be charged once the account comes off the freeze.
Prepay EFT with an existing add-on package.
Currently, a prepay EFT order will only collect the EFT draft amount without any add-on fees. In order to charge the customer for both packages, we recommend processing a Prepay EFT and then a Misc payment to cover the add-on fees.
Please make sure you process the Prepay EFT order first. This will cover the monthly EFT draft and push the next draft date for the EFT and Add-on accordingly. Then, once the next draft date is updated for the EFT, you will make a miscellaneous payment for the price of the add-on package only.
See our guide on add-on eft packages below:
Reach out to support if you have additional questions.