Payment Schedule with Dues Waiver

2 ways to apply for a waiver

1. Apply for a waiver for a period (i.e. one quarter, six months, or a year)
2. Apply for a waiver using same percentage on all lines (i.e. 25%, 50%, or 100%)

Setting up a payment schedule on a membership order that has a waiver applied

1. Find the customer record that is receiving the waiver
   1. Click ‘Find a Customer’

2. Input customer ID

2. Find the order needing to be set up for a payment schedule
   1. Click ‘Order and Donation history’

2. Double click the order

3. Decide the payment schedule-timeline (i.e. 12 months or 6 months)
4. Record the order total and the amount that is due
   1. Take the balance due and divide that amount amongst the number of payments in the schedule (i.e. 12 months or 6 months)

2. Figure out how much was previously written-off
   1. You can look at prior write-off data under ‘Show Financial Analysis’​​​​

2. Under each individual line click 'Show Full Line Item Detail'

5. Apply payment due amongst the desired months needing payment schedule
   1. Highlight a line in the order
   2. In the left navigation click 'Work with Payment Schedule' 

6. Repeat process from step 4 for each line of the order being set up with a payment schedule
7. Personify will always take your write-off amount as your final payment 
8. The amount due for each line in the order must match payment schedule total