Use this window to automatically generate payment plans for selected individuals. This process moves payment plan data to the Subsidiary Payment Plan Master and Subsidiary Payment Plan Detail tables. If the payment plan is a standard monthly percentage plan, the detail rows for that plan will also be generated. When the process is complete, the window refreshes to show payment plans that have yet to be generated. Generated payment plans can be viewed on the Payment Plan tab of the Subsidiaries window.
Automatically Assign a Payment Plan to an Individual