Description of Issue

Add Bills to Payment Plan

Context

Cause

Informational.

Resolution

To search for and select bills to add to a payment plan:

General Revenues > Payment Processing > Payment Plan Processing > Payment Plans
Click Add to create a new payment plan.
Click +1 in the Reference field.
Enter a customer number in the Customer field.
Click Add All Unpaid Bills or Manually Search For Bills search for a group of or for a specific bill and type search criteria in any of the available fields.
Click Accept.
When selecting Manually Search For Bills, the program displays the Add Bills to Payment Plan screen. Bear in mind that when searching for records, the program accepts wildcard characters as search criteria. However, once fields are completed, enter the Customer Name, Property ID or Parcel ID, Location, SSN Number, or any other value exactly as it exists in its program of origin.
Do one of the following:

Accept the default selections.
Clear the checkbox for each bill to exclude from the payment plan.
Click Clear All and select the individual checkbox for each bill to include in the payment plan.
Click Select All to include all bills in the payment plan.

Click Accept.
The program displays a confirmation message.
Click Yes to add selected bills to the payment plan or click No to cancel.
If you click Yes, the program displays a message when bills are successfully added to the payment plan.
Click OK to close the message.
The program returns to the Payment Plans screen and displays the list of bills added to the payment plan on the Bills tab.

Additional Information

For additional information on Payment Plan Processing go to: Create Payment Plans

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