Configuring financial configuration settings for payment plans

To configure financial configuration maintenance settings for payment plans:

1. Select Modules > System > Finance Configuration Maintenance.

   The General tab of Finance Configuration Maintenance is displayed.

2. Click the Debtors tab. See Synergetic Finance Configuration Maintenance - Debtors tab in the Finance manual.

   The Debtors tab of Finance Configuration Maintenance is displayed.

   

3. Populate the following Debtor Details - Page 1 fields:
   • Default No of Debtor Instalments
   • Default Instalment Day of Month
   • Instalment Frequency
   • Print Unearned Instalments on Original Statement Only
   • Auto Create First Transaction for New Instalments.

   Note: Select this field to activate the default payment plan defined by the Debtor Details - Page 1 instalment settings and automatically charge the first instalment when Automatic Tuition is processed.

   Tip: Community Portal users cannot make changes to activated payment plans. Use this field to ensure all the debtors for a particular fee code are assigned the same payment plan.

4. Click .

Last modified: 6/09/2016 4:43:05 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.