Changing a payment plan for a customer, company, or permit

Use the Change Payment Schedule page to change the dates of a customer's upcoming payments.

1. Choose one of the following:

• Change the payment plan for a customer.

  1. Go to Front Desk > Population > Customers or Administration > Population Settings > Customers.

  2. Search for and select the customer whose payment plan you want to modify.

  3. On the Customer Account Functions page, click Account Balance.

  4. In the A/R Detail section, find the receipt with the payment plan that you want to modify and click the link in its Original Amount column.

• Change the payment plan for a company.

  1. Go to Front Desk > Population > Companies or Administration > Population Settings > Companies.

  2. Search for and select the customer whose payment plan you want to modify.

  3. On the Company Account Functions page, click Account Balance.

  4. In the A/R Detail section, find the receipt with the payment plan that you want to modify and click the link in its Original Amount column.

• Change the payment plan for a permit.

  1. Go to Front Desk. In the side-bar, click Reserve and select Permits.

  2. Search for and select the permit with the payment plan that you want to modify.

  3. On the Permit Functions page, click Modify Payment Plan.

2. Choose one of the following:

• To change to a custom payment plan, select Custom from the Change to list.

  1. Select either Immediately or Next iteration for Billing Starts.

  Note: If billing starts immediately, then the first billing date will be the same as the First Payment date below. If billing starts on the next iteration, then the first billing date will be the date of the next period after the First Payment date. For example, if the First Payment date specified is Feb 22 and the Frequency is monthly, then choosing Next iteration will set the first billing on March 22.

  2. Enter the Frequency, First Payment date, and total Number of Payments.

  3. Confirm the schedule of payments.

  Note: To modify individual payment dates and/or amounts, highlight the payment listed and click the here link to the right.

• To change to a different existing payment plan, select the payment plan that you want from the Change to list.

  • Modify any of the individual Due Dates or Amounts, if necessary.

  • To add a new payment to the schedule, click Add Another.

  • To delete a payment from the schedule, click Remove for the payment that you want to remove.

3. On the Change Payment Schedule page, select either Immediately or Next iteration for Billing Starts.

Note: If billing starts immediately, then the first billing date will be the same as the First Payment date below. If billing starts on the next iteration, then the first billing date will be the date of the next period after the First Payment date. For example, if the First Payment date specified is Feb 22 and the Frequency is monthly, then choosing Next iteration will set the first billing on March 22.

3. Enter the Frequency, First Payment date, and total Number of Payments.

4. Confirm the schedule of payments listed in the Payment Plan section.

Note: To modify individual payment dates and/or amounts, highlight the payment listed and click the here link to the right.

5. Click Submit.

Related topics

Overview of permits

Changing permit charges

Making a payment on account

Reserving a facility