Administering Payment Plan Instances

Payment plan instances can be most easily accessed from the customer details page.  A new section has been added to this page to display all payment plans associated with a customer.  They can also be accessed from the invoice details and license details pages for invoices and licenses associated with payment plans.  Clicking on the payment plan name on either the customer, license, or invoice page will take you to the Payment Plan Instance Details page, which lists all details of the payment plan instance, See Payment Plan Fields for more information on the displayed details.  All payment history for the plan is located in the table at the bottom of the screen, and the invoice numbers will link the invoice for each payment. Clicking Edit will allow a user with edit permission to edit the instance, while clicking Disable will allow quickly disabling the instance while also sending an administrative email notification to all users with "Notify Final Payment Plan Decline" permission. Clicking the link next to the Stored Payment at the bottom will allow viewing the details of the stored payment. If the user has permission, they may also edit the stored payment.  If the user has permission, a new stored payment can also be created for a customer from the customer details page by clicking the add link on the stored payment section of the page. For details on stored payments see Stored Payments.

 

See also Disabling Payment Plan Instance