Adjusting payment plans on the Community Portal

To adjust payment plans on the Community Portal you can:

• Restrict who can elect to manage their own payment plan. See Debtor Maintenance - General tab in the Synergetic Debtors manual.
• Restrict who can receive discounts on their payment plan. See Debtor Maintenance - General tab in the Synergetic Debtors manual.
• Update payment plan instalment frequencies.
• Apply payment plan process adjustments to:
  • charge the remaining instalment amounts
  • charge the next instalment amount
  • reverse an instalment amount.
• Deactivate payment plan instalments.

Updating payment plan instalment frequencies

To update the instalment frequency:

1. Select Modules > Debtors > Debtor Maintenance.

   The Set Debtor Search Criteria window is displayed.

2. Click the Instalments tab.
3. Click .

   The Update Instalment Frequency window is displayed. Updating instalment frequencies in the Synergetic Debtors manual.

   

4. Select a Payment Plan to be updated. See luPortalPaymentPlans lookup table.
5. Select a New Instalment Frequency. See luDebtorInstalmentFrequency lookup table in the Synergetic Finance manual.

   The Instalment Charges Remaining for Year field is updated with the new instalment settings

6. Choose Optional Selections to restrict the update to instalments:
   • with no charges generated
   • with a specific current frequency such as monthly.
7. Click .
8. Click .

   Updating payment plan instalment frequencies is complete.

Applying payment plan process adjustments

To apply payment plan process adjustments:

1. Select Modules > Debtors > Debtor Maintenance.

   The Set Debtor Search Criteria window is displayed.

2. Click the Instalments tab.
3. Click .

   The Process Instalment Adjustment window is displayed. See Processing Instalment Adjustments in the Synergetic Debtors manual.

   

4. Select an Action to Apply to Selected Records option. You can:
   • reverse instalments
   • charge remaining instalments
   • charge the next instalment amount.
5. Select the Process field for the instalment plan to be adjusted.
6. Click .

Deactivating payment plans

To deactivate payment plans:

1. Select Module > Debtors > Debtor Maintenance.
2. Select the Instalments tab. See Debtor Maintenance - Instalments tab.
3. Select the Stopped field next to the payment plan to be deactivated.

   The payment plan will not be charged additional instalments and will not be included in future instalment runs.

   Note: Deselect the Stopped field to reactivate a payment plan.

4. Click OK.

   The Payment plan has been deactivated.

Deleting a payment plan

To delete a payment plan:

1. Deactivate the payment plan. See above.

   Note: Active Payment plans cannot be deleted.

2. Create a new payment plan option. See Creating payment plans.