Plan Payments - Apply

Navigate: Tax > Accounts Receivable > Payment Plans > Apply Plan Payments

Description

Use this task to create searches for plans, as well as to validate and apply the plan after the plan has been paid off through Cashiering.

Adding a Payment Plan

1. On the View Payment Plan Searches screen, click New in the Command Item bar.

2. On the Payment Plan Search Criteria screen, make a selection from the Payment Plan Types panel.

3. Enter your search criteria in the Search Filters panel and click Apply Filter.

   • Click Clear Filter to perform a new search.

4. In the Payment Plans panel, select an item in the grid and click Next.

5. On the Edit Payment Plan screen, you can save the search, validate the plan, and apply the plan.

   • Click Previous to return to the View Payment Plan Searches screen.

   • Click Close to end the task.

Editing a Payment Plan

1. On the View Payment Plan Searches screen, select the Also show applied listings checkbox to include search results for any plans that have been applied. Otherwise, only existing non-applied plans and plans that have been validated are displayed.

2. In the Saved Search Results panel, click Edit for a saved search result.

3. On the View Payment Plan Search Details screen, you can view search details for the selected plan, and validate the plan (if not already validated) and update the plan (if not already updated).

• Select the checkbox for an item in the Saved Search Results panel and click Delete to remove the search. Click OK on the confirmation pop-up to delete it, or Cancel to cancel the delete.

4. Click Close to end the task.

Prerequisites

• A plan type must first be set up

• Any fees, if applicable to the plan, must be set up

• A plan must be set up, and the plan must have been completely paid off in Cashiering before the plan can be searched, validated, and applied using this task.