Set up a payment plan with a family

Most families pay their season fee in full or split it themselves from their fees screen. Sometimes a family needs to agree a plan with you in person instead, and this page puts that plan into Clubhouse: it holds the player's place, splits the fee over the dates you agreed, and tells the family when each payment is due.

Once the plan is sent, the family pays each instalment from their own fees screen, and Collect season fees leaves them out of the reminders while they're up to date.

• The club allows payment plans, and the splits you can offer are set, under Season fee balance in Settings → Payments. See Get the club ready to be paid.
• The family needs a way to hear about it: an app login, or an email on the player's Contacts tab.

Open the player's profile and choose the Fees tab. If their offer is still open, press Mark accepted, payment to follow first: it holds the place and stops the offer reminders, and nothing is sent to the family. Then press Set up instalment plan. Choose monthly or fortnightly, how many payments (monthly offers the splits your settings allow; fortnightly allows 2 to 8) and the first payment date, then check the schedule and press Review and send.

A window asks you to confirm before anything is sent. It names the family and how many people will be told, and shows the notification word for word. For Milan's 2027 fee split into 3, it reads:

Milan's payment plan is set up 2027 season fee: 3 payments, the first of $300.00 due 15 Oct. Tap to view your plan.

An email with every date and amount goes too, and the plan is on the family's fees screen when they open it:

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Pay your fees and keep the receipts walks through their side, from the first payment to the receipt.

A family with no app login and no email on file can't be sent a plan, so add a contact on the player's Contacts tab first. If the message fails, the plan is saved but stays out of the family's sight; the Fees tab shows Send plan to family to try again.

If Football NSW hasn't confirmed the fee yet, the plan splits the club's estimate and the panel says so. The family can't change or cancel that plan themselves, and their card isn't charged automatically. When the fee is confirmed, the plan is re-split at the confirmed fee over the dates that are left, and Ask families to pay offers Tell families on an estimated plan so each family hears the confirmed fee and their new payment dates.

• On the player's profile, the Fees tab lists the schedule you agreed, and no Send plan to family button is waiting.
• On Finance → Debtors, the family is left out of Send payment reminders while they keep to the dates.