Final Payment in Plan is Not Set Up with All Posted Taxes Message When Creating Final Invoice

If you receive a "Final Payment in Plan (number) is not set up with all the posted taxes" message when creating the final payment plan invoice, you need to make the following change:

1. Click the Tax Configuration link from the Main Menu. The Tax Configuration screen opens.
2. Expand the Payment Plans section.
3. Check the Round Taxes At Payment Plan Level check box.
4. Click OK.
5. Log out and back into the system.
6. Return to the Edit Customer Payment Plan screen for the payment plan.
7. Select the Tools button.
8. Select Recalculate. The Results screen opens when the recalculation is complete.
9. Click OK.
10. Proceed with invoicing the final payment plan step.
11. Update the setting to unchecked using steps 1-4.

For more details about the Round Taxes At Payment Plan Level setting, see Payment Plan Tax Calculations.