Add Bills to Payment Plan

Add Bills to Payment Plan

• EERP
• Accounts Receivable
• Payment Plan (arlnmast)

Informational 

Add Bills to Payment Plan.

When you are searching for records, the program accepts wildcard characters as criteria. However, when you complete the fields, you must enter the customer name, property or parcel ID number, location, Social Security number, or other value exactly as it exists in its program of origin.

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

1. Click one of the buttons to search for a group of or for a specific bill and type search criteria in any of the available fields.
2. Click Accept.
   The program displays a browse screen of bills found as a result your search. All bills are selected by default.
3. 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.
4. Click Accept.
   The program displays a confirmation message.
5. 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.
6. 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.

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