You can add multiple service orders or registration orders to payment plans at one time. You can choose to add multiple orders to a single payment plan, or you can create payment plans for each bill-to account and contact.
To add multiple orders to a payment plan:
- Click the appropriate orders link from the Main Menu. To add service orders to a payment plan, click the Service Orders link. To add registration orders to a payment plan, click the Registration Orders link. The Service Orders or Registration Orders screen opens.
- Select all the orders to add to payment plans. You must select orders for the same event. Use Ctrl+Click or Shift+Click to select multiple orders.
- Right-click and select View -> Payment Plans. The Add Orders To Payment Plan Options screen opens.
- Select to add all the selected orders to one payment plan (Add orders to a single payment plan) or to create a new payment plan for each order bill-to account and contact (Create pay plan for each order bill-to account and contact). The selected orders must have the same bill-to account and contact to select the first option (Add orders to a single payment plan).
- Click Continue. The Select Customer Payment Plan screen opens.
- Select the payment schedule for the payment plan(s) from the Payment Plan Schedule drop-down.
- Click OK. Payment plans are created based on the option selected in step 4.
Comments
2 comments
Please identify how to run a second invoice after an adjustment has been made to the payment plan in registration to reflect the changes?
This is possible in Invoice Register in V19 but not in V20 invoicing that we have found. This is not that the Final invoice.
we are asking how to reflect a revised invoice after payment has been made or charge adjusted to a lesser amount.
Thank you
0 upvotes
Hi Leslie,
You can insert a credit memo on payment plan steps then invoice this credit memo. This invoice will reflect the revised amount due. Hopefully this answers your question, please reply if you need further assistance.
Thank you.
0 upvotes
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