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Payment Plan Setup Basics

The Payment Plan feature was designed for our users who are credit grantors. Collect! automatically handles background tasks for your company when you set up a payment plan for your customers. If you repeatedly enter the same details for your plans, you may automatically enter defaults for each new plan by setting them in the Payment Plan Setup form.


Payment Plan Setup form

Accessing Payment Plan Setup

The Payment Plan Setup form may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the Payment Plan Setup form.

1. Select System from the top menu bar in Collect! and then select Preferences from the drop-down choices. This will display the System Setup menu. Select the PLANS AND REFERENCES TABLES button to display the Plans, Tables and Defaults menu. Select the PAYMENT PLAN SETUP button and the Payment Plan Setup form will appear.

2. Or, you may gain access to Payment Plan Setup from the Main Menu. Select the SYSTEM ADMINISTRATION button to display the System Administration menu. Select the SETUP AND CONFIGURATION button to display the System Setup menu. Select the PLANS AND REFERENCES TABLES button to display the Plans, Tables and Defaults menu. form. Select the PAYMENT PLAN SETUP button and the Payment Plan Setup form will appear.

3. Another method to gain access to the Payment Plan Setup form is through any debtor account. When you have a Debtor form displayed, you may select the Principal field to display the Financial Detail form. Select the tab labeled Payment Plan to display the Payment Plan form. Select the button labeled SETUP near the bottom of this form to open the Payment Plan Setup form.

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See Also

- Payment Plan Topics

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