How to manage payment plans outside the Harvie payment options
In some scenario, a farm will choose to manage their own payment plan outside of what is offered and managed on the Harvie platform. While it's not recommended and it's more time consuming, here are a few tips on how to make it work for your farm:
1. Use the unpaid delivery report to keep track of members who need to make payments on their accounts. This is a report in your admin and you'll also get a weekly email with a reminder of all members who owe for the next 30 days.
2. This report allows you to see all members and the amount owed.
3. If you need to contact these members with unpaid deliveries, you can click their name to get their email address and/or phone number. Reach out to them in whatever way you've arranged to collect payment and record it using the offline payment instructions above.
Please keep in mind member deliveries will NOT be created if there has not been a payment for that delivery. If you choose to manage payment plans outside of the Harvie system please be sure to stay up to date on members payments!
Harvie does not send emails for payment collection to members with offline payment.
Members without a credit card on file will not be able to swap or purchase extras. A workaround for this would be to add a credit to their account. Learn how to add a credit here.
If you collect offline payments, you will receive a monthly invoice for all offline payments collected. Harvie fees for the previous month will be billed on the 15th of each month. Farms accepting offline payments must have a card on file. Invoices must be paid by the 1st of each month.