Configuring payment plans

Payment plans allow debtors to pay their annual fees and charges in a series of instalments. For example, monthly instalments.

For each payment plan you can define:

number of instalments
discounts available
annual voluntary contribution amounts.

Once payment plans are configured, Community Portal users can select payment plans on the Payment Plans tab.

Note: The Community Portal can only accept payments if SSL (secure sockets layer) is enabled on your IIS server. Contact your IT Administrator.

Important: If instalment billing is not currently used at your organisation, be aware that it is a significant change to the billing process. Refer to manuals or contact Synergetic Support for more information.

Configuring payment plans

To configure payment plans:

Configure the Community Portal for payment plans. See Configuring the Community Portal for payment plans.
Set the ChargesBeginDate configuration setting to define the start of payment plan charging for the new year. See ChargesBeginDate configuration setting.
Set the BalanceThreshold configuration setting to determine whether debtor balances from the prior year are included in new payment plans. See BalanceThreshold configuration setting.
Add payment plan types to the luPortalPaymentPlans lookup table. See Adding payment plan types to the luPortalPaymentPlans lookup table.
Create review messages to describe the details of a user's payment plan prior to confirmation. See Creating review messages.
Important: Review messages must be configured to allow payment plan selections to be processed.
Configure settings in Finance Configuration Maintenance for payment plans. See Configuring financial configuration settings for payment plans.
Configure debtor fees in Debtor Fee Maintenance to use instalments. See Configuring debtor fees to use instalments.
Create voluntary contributions for payment plans, if necessary. See Creating voluntary contributions for payment plans.
Create payment plans using automatic tuition. See Creating payment plans using automatic tuition.

Maintaining payment plans

Once payment plans have been configured you can maintain payment plan data. See Maintaining online payment data.

Last modified: 16/09/2016 11:53:51 AM