Customer Create Payment Plan Wizard

Use the Create Customer Payment Plan Wizard to create payment plans for customers who have agreed to repay an outstanding dollar amount.  When a customer accepts a payment plan, the customer agrees to pay a specified dollar amount according to a predetermined schedule to pay off their outstanding amount.  Using this wizard, you can set up payment plans for customers and specify the plan details.  After a customer payment plan is created, you can track the progress a customer is making with their plan.  In addition, EDIFICE payment plans integrate with the past due and shut off routines, making it an easy option to stop sending notices to customers who are paying according to the agreement.  

• EDIFICE can calculate the customer's payment plan based on their outstanding AR balance and the plan terms or you can enter the payment plan amounts manually.

• Payment plan amounts are informational only.  The payment plan amounts do not update the customer's AR balances, and they do not print on statements.

• Use the Payment Plan Report to list customers with payment plans.

• Do not confuse customer payment plans with customer budgets.  They are separate routines and have separate functions.

• For general information about using wizards, see the Wizard - Introduction.

Directions:

To see directions for...

• Opening the Customer Create Payment Plan Wizard, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Wizard Maintenance.

  4.  Click Customer.

  5.  Click Create Payment Plan.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [m] [w] [ENTER] [c] [ENTER].

   

  Customer Create Payment Plan Wizard Window Example:

  Tip:  To see general instructions for each panel in the example below, the cursor becomes a hand when you position the cursor over the field or panel.  Click once to display the associated topic.

  

   

• Creating a New Customer Payment Plan, click More.

   

   IMPORTANT:  To avoid losing data, the wizard automatically validates and saves your data when you click Finish.

  1.  Open the Customer Create Payment Plan Wizard.

  2.  At the Choose Customer Step, enter the Customer ID in the Data Entry Panel.
  Tip:  To Search for a Customer, click Search .

  3.  To advance to the next step, simply press [ENTER].
  Tip:  For more information about moving around within the Wizard, see the Wizard - Navigation topic.

  4.  At the Choose Service Step, click to select the appropriate service.

  5.  At the Enter Payment Plan Step, enter the details of the customer's Payment Plan.

  6.  At the Verify Payment Plan Step, verify the details of the customer's payment plan.

  7.  To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Editing an Existing Customer Payment Plan, click More.

   

   Note:  This wizard only creates Customer Payment Plans.  To edit Customer Payment Plans, use the Remove Customer Payment Plan Wizard to delete the current customer payment plan and next create the new Customer Payment Plan using this wizard.

   

• Deleting an Existing Customer Payment Plan, click More.

   

   Note:  This wizard only creates Customer Payment Plans.  To remove Customer Payment Plans, use the Customer Remove Payment Plan Wizard.

   

• Understanding the field values for the following panels, click the panel name in the table below: