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Configuring debtor fees to use instalments

Payment plans allow debtors to pay off their annual debtor fees in a series of instalment payments. By default, debtor fees do not use instalments and cannot be included in payment plans.

To configure debtor fees to use instalments:

  1. Open Fee Maintenance. See Debtor Fee Maintenance in the Debtors manual.

    The Set Debtor Fee Search Criteria window is displayed.

  2. Click OK button.

    The Debtor Fee Maintenance - General tab is displayed.

    Debtor Fee Maintenance - General tab

  3. Select the debtor fee that you would like to configure for instalments in the Debtor Fee Selector window.

    Debtor Fee Selector (selecting fee code for instalments)

  4. Select the Use Instalments field.

    Debtor Fee Maintenance - General tab (use instalments field selected)

  5. Click the Auto Tuition tab.

    The Debtor Fee Maintenance - Auto Tuition tab is displayed.

    Debtor Fee Maintenance - Auto Tuition tab

  6. Select an Auto Tuition Code.

    Debtor Fee Maintenance - Auto tuition tab (auto-tuition code selected)

    Note: Automatic Tuition will not process a Fee Code without an Auto Tuition Code. See Automatic Tuition in the Debtors manual.

  7. Repeat steps 3 through 6 to configure additional fee codes for instalments.
  8. Click OK button.

See Also

Configuring payment plans

Configuring the Community Portal for payment plans

ChargesBeginDate configuration setting

BalanceThreshold configuration setting

Adding payment plan types to the luPortalPaymentPlans lookup table

Configuring financial configuration settings for payment plans

Creating voluntary contributions for payment plans

Creating payment plans using automatic tuition

© 2016 Synergetic Management Systems. Published 16 September 2016.

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