Oct 19, 2020
Introducing: Billing Plan Paymode Data Copy
We are pleased to announce a new tool: Billing Plan Paymode Data Copy to facilitate an Easy Renew process for your patrons. The name is a mouthful but the process itself reduces the number of manual steps to renew a patron.
It’s a new functionality giving operators the ability to copy your patrons’ billing plan paymode data over to a new season and/or bill plan, applying the same payment methods used in the previous year. It’s a fantastic upgrade for organizations that wants to incorporate rolling renewal programs into their strategy and rely on the Paciolan system to handle the processing.
Want more details? Please contact your Paciolan Client Partner to get started!