This article will guide you through changing the draft status on an agreement with re-occurring payments. This does not stop invoices from generating. This stops automatic draft attempts on invoices due, however the payment can still be attempted at POS. You may also use this tool to re-activate the draft status after collecting a member's new payment details, if the draft had been disabled due to a return payment.
1. Access Agreement Details
Search and select the desired client. Click on the Agreements tab and then choose Full Details to access the agreements summary page. Scroll down to the Draft Status field. Click the edit pencil to start the disable or enable the draft process.
2. Edit Draft Status
Click NO for the EFT Active. A mandatory note is required to disable the draft. Click Update Draft Status button to save your change.
Clicking the Update Draft Status button will take you back to the Agreement Summary where you will see the updated Draft Status.
3. Turn Draft ON
In the case of a returned payment being marked, the clients EFT will also be disabled and an automatic note will be added to the clients account. Payment preferences are automatically removed for all returns codes, with the exception of insufficient funds. If you have updated the member's payment preferences, you will want to re-activate their draft status. Simply follow the same steps as above, this time turning the draft to ON.
PLEASE NOTE: If invoices are not being drafted, try saving the payment profile again.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Customer Management : Managing Agreements - Can view client agreements
- Customer Management : Managing Agreements - Can disable / enable agreement drafting