Applying Bill Schemes

Originally written by Zak Taylor. Published 30 August 2024, last updated 30 September 2025 on the Club Systems help centre.

This guide offers a step-by-step process for effectively applying bill schemes within the Club V1 platform, enabling users to manage financial settings with ease. By following the instructions, users can customize payment plans, ensuring that bills are handled according to specific needs. Additionally, the guide allows for bulk or individual adjustments, streamlining the financial management process.

1. Bill Schemes are a way to create expected payments for a bill across a number of months. These can be applied in bulk or individually. This guide will show all the ways to apply a scheme to a bill.

Applying schemes in bulk

2. Navigate to [https://www.clubv1.com/Home/MyHome](https://www.clubv1.com/Home/MyHome)
3. Click "Finance"
4. Click "Bill Schemes"
5. Click "Payment Schemes"
6. Click "Set Bill Schemes"
7. The Set Bill Schemes wizard will display. In the first step of this wizard you will select Due From and Due To. These settings refer to the date of the bills that you will be applying a scheme to, these dates were set during the annual bill run process.
   
   Next, choose the Payment Date and the First Instalment Month. Then, decide if the scheme should apply to all bills, only to bills for individuals not set up for Direct Debits, or exclusively to those who are set up for Direct Debits.
8. Click "Continue"
9. Step 2 enables you to select the individuals for whom you wish to apply this scheme. If a person is included in this filter but does not have a bill corresponding to the dates specified in Step 1, then the scheme will not be applied to them.
10. Click "Continue"
11. Step 3 displays all of the bills that fit the previous filters. Here you can set the schemes in bulk by using the 'Set All' option at the top.
12. Alternatively you can set the schemes individually by using the "Scheme" option next to each person.
13. Click "Continue"
14. The final step is to confirm that you wish to set the schemes. You do this by enabling the slider and then selecting "Confirm" at the bottom right.
15. Now when viewing a person's finance, you can use the filter option to see the expected payments created after applying a scheme.

Applying a scheme to an individual bill

16. Find the person record of the person who's bill you wish to apply a scheme to
17. Select Finance then Bills and Payments
18. Find the bill you wish to apply a scheme to and click "Set" on the right
19. The Set Payment Scheme wizard will then display allowing you to customise the scheme that you're applying.
    
    You can choose the payment date, which will be the day of each month that payment is due.
    
    You can then select the scheme that you're applying. By default the only options will be schemes available to this person's category however you can select "Show All Schemes" option to display them all.
    
    You then choose the first instalment month.

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