Although uncommon, there are times where you need to add a payment directly to a payment plan. This typically only applies to non-memo payment plans where invoices are issued for payment plan steps rather than the orders themselves.
Before adding a payment to a payment plan, consider the following:
- You need to configure the appropriate payment plan receivable transaction type before you can apply payments to payment plans.
- If there is more than one order on the payment plan, the payment is not applied to the orders themselves. This means that when viewing the individual orders on an event, the payment is not displayed on each order, and the net due for each order is not reduced by the payment on the payment plan. You need to refer to the payment plan itself for the AR recap of each order.
- When invoicing the payment plan steps, the payments may not auto-apply to the order. You need to use the application process in the Receivables Ledger to match the payments and invoices against each other to close the open AR amounts.
To add a payment to a payment plan:
- Locate the payment plan and edit it.
- On the Edit Customer Payment Plan screen, select the Payment Plan Steps tab.
- Select a payment plan step.
- Right-click and select Add -> Add Payment. The Add Payment screen opens.
- Select the payment plan receivable transaction type from the Transaction drop-down.
- Enter the payment amount into the Amount field.
- Complete any additional fields as necessary.
- Click OK.
Comments
2 comments
Is there a configuration that allows us to choose which transaction types are available to apply the payment. In testing, we're limited to strictly credit cards and payments instead of deposits. We're needing the option for deposits as well as checks and cash transaction types.
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Hi Shelby,
The transaction types available are based on the Source of the transaction you are applying the payment to. This configuration can be found in the Receivable Transaction Types master list.
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