Payment Plans V2 - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2020-04-21T23:23:19Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Scarpenter at 06:25, 28 August 2019

2019-08-28T06:25:57Z

CMichaels at 23:48, 30 May 2018

2018-05-30T23:48:13Z

CMichaels at 23:47, 30 May 2018

2018-05-30T23:47:41Z

Dcowan: removed what appeared to be an internal note and added redirect from incorrect page

2017-06-22T06:01:10Z

removed what appeared to be an internal note and added redirect from incorrect page

Vkasinadhuni at 03:53, 21 June 2016

2016-06-21T03:53:55Z

Scarpenter: /* Prerequisites */

2016-03-30T03:22:33Z

‎Prerequisites

Scarpenter: /* Payment Plans */

2016-03-30T03:16:10Z

‎Payment Plans

Scarpenter: /* Creating Payment Plans */

2016-03-09T04:50:28Z

‎Creating Payment Plans

Scarpenter: /* Creating Payment Plans */

2016-03-09T04:50:14Z

‎Creating Payment Plans

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-= Payment Plans =
+=This Content Has Moved House=
-This suite of articles is exclusively written for the optional module of Payment Plans that is offered ''in addition'' to the standard Emersion offering for an additional fee. '''This is not related to the payment plans functionality that is available in the standard Emersion offering'''.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-If you are interested in subscribing to Payment plans V2 or any of our additional modules, please raise a new sales ticket in the [http://support.emersion.com.au Emerson Support Portal].
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-== Overview ==
+[[file:new_home_sm.jpg|900px]]

@@ Line 22: / Line 22: @@
 The following default settings can be used to define the behaviour of all payment plans for a service provider. Emersion can set or adjust these for you upon request.
-* Days Retry - If a scheduled payment is unable to be collected for any reason (e.g. insufficient funds or expired card), the system will record this as a failed transaction attempt. This setting defines for how many days the system will retry taking the payment. If the payment attempt continues to fail by the time the limit is exhausted, the payment plan will automatically be cancelled and the amount remaining will be added to the customer's account
+* Days Retry - If a scheduled payment is unable to be collected for any reason (e.g. insufficient funds or expired card), the system will record this as a failed transaction attempt. This setting defines for how many days the system will retry taking the payment. If the payment attempt continues to fail by the time the limit is exhausted, the payment plan will automatically be cancelled and the amount remaining will be added to the customer's account.
 == Creating Payment Plans ==

@@ Line 27: / Line 27: @@
 == Creating Payment Plans ==
-To create and configure a payment plan, see the article on [[/Payment_Plans_V2/Create_Payment_Plan | creating and configuring a payment plan]].
+To create and configure a payment plan, see the article on [[Payment_Plans_V2/Create_Payment_Plan | creating and configuring a payment plan]].
 == Payment Plan Purchase Statuses ==

@@ Line 27: / Line 27: @@
 == Creating Payment Plans ==
-To create and configure a payment plan, see the article on [[/Create Payment Plan | creating and configuring a payment plan]].
+To create and configure a payment plan, see the article on [[/Payment_Plans_V2/Create_Payment_Plan | creating and configuring a payment plan]].
 == Payment Plan Purchase Statuses ==

← Older revision		Revision as of 06:01, 22 June 2017
Line 1:		Line 1:
−	~~A link is in the code. It needs to be replaced with THIS page~~
−	~~FROM: http://wiki.emersion.com.au/wiki/index.php/PaymentPlans/Status~~
−	~~TO: http://wiki.emersion.com.au/wiki/index.php/Payment_Plans_V2~~
−
	= Payment Plans =		= Payment Plans =

@@ Line 10: / Line 10: @@
 == Overview ==
-Payment plans are used to transfer a customer's debt into a repayment process. Payment Plans can be s with a complete flexible and customisable payment arrangement and handles both regular and off-cycle payments. Users can also customise the number of payments, the amount per payment and payment period length.
+Payment plans are used to transfer a customer's debt into a repayment process. Payment Plans can be set with a complete flexible and customisable payment arrangement and handles both regular and off-cycle payments. Users can also customise the number of payments, the amount per payment and payment period length.
 === Prerequisites ===
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 # The service provider must use a credit card or direct debit payment gateway facility integrated with Emersion so that payments are automatically deducted from customers.
-# The customer must have an automated payment method enabled. If the customer's payment method is not set and the user attempts to create a payment plan, the system will take the user to the '''Customer > Payment Methods''' screen and prompt the user to confugure an automated payment method.
+# The customer must have an automated payment method enabled. If the customer's payment method is not set and the user attempts to create a payment plan, the system will take the user to the '''Customer > Payment Methods''' screen and prompt the user to configure an automated payment method.
 # Payment plans are invoice-based and can only be made for '''approved''' invoices with an amount owing. A single payment plan can be created spanning multiple invoices with unpaid amounts owing.
 # Service providers must have an automated payment gateway configured.
@@ Line 26: / Line 26: @@
 The following default settings can be used to define the behaviour of all payment plans for a service provider. Emersion can set or adjust these for you upon request.
-* Days Retry - If a scheduled payment is unable to be collected for any reason (e.g. insufficient funds or expired card), the system will record this as a failed transation attempt. This setting defines for how many days the system will retry taking the payment. If the payment attempt continuies to fail by the time the limit is exhausted, the payment plan will automatically be cancelled and the amount remaining will be added to the customer's account
+* Days Retry - If a scheduled payment is unable to be collected for any reason (e.g. insufficient funds or expired card), the system will record this as a failed transaction attempt. This setting defines for how many days the system will retry taking the payment. If the payment attempt continues to fail by the time the limit is exhausted, the payment plan will automatically be cancelled and the amount remaining will be added to the customer's account
@@ Line 39: / Line 39: @@
 * '''Active''' - The payment plan is currently in progress.
 * '''Complete''' - The payment plan is complete and the customer has made all payments owing
-* '''Cancelled''' - The payment plan has been cancelled by a user or becuase the payment was unable to be collected.
+* '''Cancelled''' - The payment plan has been cancelled by a user or because the payment was unable to be collected.
 == Viewing All Payment Plans  ==
 You can view a list of all payment plans via the following path. Payment plans cannot be created from this page.
-Nav: '''Finance > Receive Payment > Payment Plans'''
+Nav: '''Finance > Accounts Receivable > Payment Plans'''
 A list of Payment Plans will be displayed. You can use the search fields to retrieve a list of payment plans:

@@ Line 16: / Line 16: @@
 The following prerequisites apply in order to use payment plans.
 # Payment plans are invoice-based and can only be made for '''approved''' invoices with an amount owing. A single payment plan can be created spanning multiple invoices with unpaid amounts owing.
 # Service providers must have an automated payment gateway configured.
 # Disputed invoices cannot be part of a payment plan. Invoices with a dispute are required to be resolved before including it with a payment plan.
 == Service Provider Global Default Settings ==

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 == Creating Payment Plans ==
-See this srticle on how to create and configure a payment plan.
+To create and configure a payment plan, see the article on [[/Create Payment Plan | creating a configuring a payment plan]].
 == Payment Plan Purchase Statuses ==