Payment Plans
-
Payment Plans
You use payment schedules to create a payment plan for orders. Payment plans are not related to payments and/or deposits but are a way to schedule ...
-
Payment Plan Percent vs. Fixed Percent
When you create steps in a payment schedule, you have two choices for a percentage calculation: Percent and Fixed Percent. This article describes t...
-
Billing Groups
You use billing groups with payment plans so you can invoice a percentage of a particular billing group within each payment plan step. For example,...
-
Consolidate Payment Plan Steps
You can consolidate payment plan steps that have the same due date into a single step. To configure this setting: Click the Accounts Receivable Co...
-
Customer Terms and Payment Plans
Customer terms determine the amount of time a customer has to pay an invoice once the invoice is issued to the customer. You can use customer terms...
-
Automatic Payment Plan Activities
You can create automatic activities so your users receive notification of payment plan due dates and/or issue dates. You can use wildcard accounts ...
-
Weekend and Holiday Due Dates for Payment Plans
You can configure payment plan step due dates to not fall on a weekend date or a holiday. Holidays are assigned on the Master Calendar. To configu...
-
Unable to Apply a Deposit to a Final Invoice
By default, you cannot apply deposits to final invoices. However, in those cases when you may need to do this, you can edit the transaction type to...
-
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...
-
Payment Plan Tax Calculations
There are a few settings you can configure when using taxes on payment plans. Round Taxes At Payment Plan Level This setting determines how taxes a...