Searching for a Payment Plan

 

Screen Navigation: Payment Plans - All Payment Plans

 

At any point, there may be a large amount of payment plans in the system. Searching for a single payment plan in the listing page may seem daunting.

Fortunately, CRM incorporates filters at the top of each column to aid with discovery. In addition, you can also use the Advanced Search function to further narrow down the list.

 

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Search for a Payment Plan

To search for a Payment Plan:

 

1. Go to the Payment Plans tab and click Payment Plans. The Payment Plans listing will be displayed.

 

2. Use the search filters on the Filter row to narrow down the list of payment plans.

For more ways to filter, see Use Filters.

 

 

 

3. You can also click the Open or Closed tabs to only show payment plans that are open or closed, respectively.

 

 

 

 

Search for a Payment Plan using the Advanced Search function

To search for a Payment Plan using the Advanced Search function:

 

1. From the Payment Plans listing, click Search Payment Plan.

 

2. This will open a drop-down menu with more specific search criteria. Fill in the information you would like to use in your search.

 

 

 

The following table provides you with more information on the available fields:

Field

Description

Customer

 Select the customer with whom the agreement is made.
BASS Entity Select which BASS company is involved in this agreement.
Currency Select the currency of this payment plan.
Status Select the status of the payment plan, i.e. Open, Closed, Pending
Include deactivated? Select this check box to include payment plans generated from deactivated agreements in the search results.

 

3. Click Search. The results of your search will be displayed.

 

 

 

What would you like to do?