Remove a payment option

Overview

This article guides you through the process of Archiving a Payment option.
The article is divided into the following nine topics:

Prerequisites
   Role
   Scope
   Rules
Use case
   Payment options
Navigation
   Organisation level
Archive a Payment option

 

Prerequisites

Role

Your Role must have the "Manage membership plan" or the "View membership plan" Permission to access the Payment options within each Membership plan.
Preset Roles that have this Permission are:

• Admin
• Master franchiser
• Franchisee
• Branch manager

Your Role must have the "Manage payment option" Permission to Archive Payment options.
Preset Roles that have this Permission are:

• Admin
• Master franchiser
• Franchisee
• Branch manager

 

Scope

To Archive a Payment option, you must have one of the above Roles within all of the Branches the Payment option is "Available for sale" in. i.e. If you want to Archive a Payment option that is "Available for sale" in Branch A, B and C, but you only have an Admin, Master franchiser, Franchisee or Branch Manager Role in Branch A and B, you will not be able to Archive the Payment option.

 

Rules

If you have the correct Permissions to Archive a Payment option there are some rules to note:

Payment options that display the  Tag:

• can be modified
• can be Archived
• are not "Available for sale" until Published

Payment options that display the  Tag:

• can be modified
• can be duplicated
• can be Archived
• are "Available for sale" until Archived

Payment options that display the  Tag:

• cannot be modified
• can be duplicated
• are not "Available for sale"
• cannot be re-published

 

For more information on Roles, click here.
For more information on Permissions, click here.
For more information about Membership plans, click here.

 

Use case

Archiving a Payment option enables you to remove an existing Payment option.

Note: Once Archived a Payment option can not be published/used again.
If all Payment options within a Membership plan are Archived, the Membership plan will no longer be available in any Branch.

 

Navigation

Payment options are Archived at Organisation level:

Organisation level

To Archive a Payment option:
Navigate to Organisation level (light coloured menu)
Click on Management

Select Membership plans

All Membership plans that are "Available for" Branches within your Role's Scope are listed:

 

Archive a payment option

and  Payment options can be archived.

Note: Once Archived they can not be used again.

To Archive a Payment option:

		Select the Membership plan that contains the Payment option you want to Archive
		Click on the three vertical dots (on the right-hand side of each Payment option)
		Select Archive
		The Payment option will now display the  Tag and can no longer be used