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Generating a New Payment Plan |
Screen Navigation: Agreements - Agreement Info/Payment Plan
Payment Plans are created in the Agreements module and generated after an Agreement has been approved.
Individual payment plans can be generated on the Agreement Info tab while an overall payment plan can be generated on the Payment Plan tab.
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Generate individual Payment Plans
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To create individual payment plans for an approved agreement:
1. On the Agreement Details screen, click the Agreement Info tab.
2. In the relevant sections, click Generate Payment Plan to create an individual payment plan for that service.
3. The new payment plan will be displayed under the Payment Plan tab.
4. More payment plans can be generated by going back to the Agreement Info tab and clicking Generate Payment Plan in the other sections. The newly generated plans will be added to the list on the Payment Plan tab.
You can also view, edit and delete the new payment plan in the Payment Plan module.
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To create payment plans for all the services in the agreement:
1. On the Agreement Details screen, click the Payment Plan tab.
2. Click Generate Payment Plan. This will create payment plans for all the available services in the agreement.
The generated payment plan will also appear in the Payment Plans module, where you can edit or delete as necessary.
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