This window displays a list of all the payments and payment details for a selected individuals active payment plan. Use this window to attach payments to receipt entry detail rows for this persons payment plan/subsidiary code combination (defined on the Subsidiary Control window). Be sure to select the appropriate AR Code for the transaction from the drop-down before you save.
The top portion of the window automatically displays the selected individuals account and payment plan information and the detail portion of the window displays the specific payment plan details. To apply payments to the payment plan, select the specific payment and enter the amount in the Amount Due column. Click the OK button, and the payment row is displayed on the Receipt Entry Detail window.
If the payment amount is not the full payment due, the amount displayed in the Amount Paid column will reflect the amount of the payment and the Amount Due will reflect the remaining balance owed. Once the remaining amount is paid, enter the original full payment amount (not the actual remaining amount that was paid) in the Amount Paid column.
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If the amount due is $500 and the person only pays $300, type $300 in the Amount Due column and click the OK button. When you re-open the Attach to Payment Plan window, the Amount Paid column automatically displays the $300 payment made and the Amount Due column reflects the remaining $200 due. |
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Attach a Payment Plan Payment to a Receipt
