Use this page to view or change a customer's payment plan schedule.
Go to Front Desk > Reserve > Permits.
Search for and select a permit.
Click Change the Customer / Company.
OR
Go to Front Desk > Population > Customers.
Search for and select a customer.
Click Account Balance.
Click Payment Plan Amount for a specific receipt.
OR
Go to Administration > Population Settings > Customers.
Search for and select a customer.
Click Account Balance.
Click Payment Plan Amount for a specific receipt.
You can use the following options to modify the customer's payment plan schedule:
Name of Field |
Description |
Amount | The transaction amount and balance (read only). |
Billing Starts | Specify when the billing starts for this payment plan:
For example: If the First Payment date specified is February 22 and the frequency is monthly, then Next iteration sets the first billing on March 22. |
Frequency | Specify how often billing occurs for the payment plan.
The payment dates are automatically calculated based on the selected frequency. |
First Payment | Enter the date to set the first payment date of the plan if billing is set to start Immediately.
If billing is set to start on the Next iteration, the first billing is on the next period after the date specified. |
Number of Payments | Enter the number of payments to make for the payment plan. |
Average Payment | The automatically calculated average payment amount for each billing (read only). |
Customize payment | To customize a payment, select a billing amount and date from the billing list and click here to display them in the Date and Amount boxes.
Change the Date and Amount if necessary, then click Modify Payment. The modified date and amount display on the billing list.
Note: When you change the billing amounts, the total amount for all billings should remain equal to the original payment plan amount. For example, if you deduct $50 from one billing, the you should add $50 to another billing to maintain the original payment plan amount. |
Note: If you do not have permission to make transactions on multiple sites and this permit was not reserved at your site, only a Done button is visible.