List payment setup

Use this page to list modify payment plans for a customer.

Locations

Administration > Customer [select customer] > Customer Account Functions > Financial Information - List Auto Payment Setup
Front Desk > Find Customer > Customer [select customer] > Customer Account Functions > Financial Information - List Auto Payment Setup

Using List Payment Setup

The following fields are on the Payment Setup List page:

Payment Setup List To change payment settings for a specific receipt, click the corresponding Edit link to go to the Change Payment Setup page.
Field Name	Type	Description
Receipt Number	Numeric	Receipt number for the payment plan. Click to view the receipt.
Issued	Date	Date that the payment plan was created.
Description	Read only	The type of payment (for example, Recurring Donation, Daycare Auto-Re-Enroll, etc.).
Payment Type	Read only	Payment method for the payment plan (for example, credit card, electronic check, or manual deduction).
Account Number	Read only	One of the following: Account number for the bank account payment is drawn from (electronic check only). Credit card number used for the payment setup.
CC Expiry (MMYY)	Date	Expiration date of the credit card used for the payment setup.