Managing Payments - Automated Plans

Managing Payment Plans - Automated Payments

 

 

Automated Payment Plans

 Automated payment plans are simply a system of documenting an payment plan contract in the system and having an automated payment (ie. credit card or electronic check) tied to it.

 

To process an automated payment (electronic check or credit card) simply click on the appropriate icon (on the date specified).

If, for some reason, the payment was processed another way, simply change the "open" status to "closed" and the system will mark the appropriate payment as completed.


 

 

 

 

 


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