In this article you will learn what payment run groups are and how to configure them.
Quick guide to creating one:
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Settings / Finance / Payment run groups
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Create payment run group
What are payment groups and what are their benefits?
With the help of payment run groups you can divide your members into different groups. This allows you to better plan the collection of your receivables. You can name the payment run groups flexibly and add a short description text. For example, if you have a group of members that should always be collected on the 15th of the month, you can assign them to a separate payment run group.
How do I create payment run groups?
To create a payment run group, go to Settings / Finance / Payment run groups. Use the button "Add payment run group" in the upper right corner to create a new payment run group.
For your personal convenience, describe your payment run group in the provided field and use a meaningful name.
Edit or delete a payment run group
Existing payment run groups can be edited or deleted using the three-dot menu at the end of the line. If there are still members in a payment run group that you want to remove, you will of course be notified. Members without an assigned payment run group can still be integrated into a payment run.