My Scheduled Payments: Member Workflow and Payment Options

Member Workflow

1. Member navigates to My Scheduled Payments in the Member Portal.

2. Views all flexible payments in one list - type, start date, next payment date, next amount, payment method, order link - sorted by upcoming payment date by default.

3. Filters using the tabs: All Payments / Failed / Upcoming.

4. Searches by order number, combinable with filters.

5. Opens the action dropdown on any row: Retry (failed only), Prepay, Pay Off, Edit Payment Method.

6. Retry (failed payments): confirm → processing state → inline result: success updates status, failure shows a specific, correctable error.

7. Prepay an upcoming payment: confirm → process → inline result; only that payment is affected, other due dates don’t shift.

8. Pay Off the remaining balance: confirm → async processing with progress indicator → inline success/failure. On success: schedule and remaining lines marked complete, new Order + History + Payment created.

9. Edit Payment Method: choose from already-saved methods or create a new one as needed; this payment method will be applied to all future charges on that schedule.

10. The order link on each row navigates the member to the order confirmation page.

11. Member receives a confirmation email after every successful transaction (nightly charge, retry, prepay, or pay-off) once the confirmation-email tag is enabled which includes the amount, order reference, date, and method used.