Payment Plans V2/Create Payment Plan - 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..."

2020-04-21T23:23:45Z

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: /* Off-Cycle Payments / Manual Payments */

2017-07-28T06:20:35Z

‎Off-Cycle Payments / Manual Payments

Scarpenter: /* Enable Automated Payments for the Customer */

2016-07-01T05:03:26Z

‎Enable Automated Payments for the Customer

Scarpenter: /* Changing scheduled payments or cancel the payment plan */

2016-03-30T04:32:19Z

‎Changing scheduled payments or cancel the payment plan

Scarpenter: /* Updating a Payment plan */

2016-03-30T04:31:12Z

‎Updating a Payment plan

Scarpenter: /* Create New Payment Plan */

2016-03-30T04:09:50Z

‎Create New Payment Plan

Scarpenter: /* Creating a new Payment Plan */

2016-03-30T04:07:49Z

‎Creating a new Payment Plan

Rlusher: /* Off-Cycle Payments */

2016-03-28T23:14:14Z

‎Off-Cycle Payments

Rlusher: /* Creating a new Payment Plan */

2016-03-28T22:57:54Z

‎Creating a new Payment Plan

Rlusher: /* Changing scheduled payments or cancel the payment plan */

2016-03-25T00:06:38Z

‎Changing scheduled payments or cancel the payment plan

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-= Create and Configure Payment Plans =
+=This Content Has Moved House=
-This article will guide users on:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* creating a new payment plan for a customer
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-* Updating an existing payment plan
-** Changing the timing of a scheduled payment
+[https://resources.emersion.com/display/EKB/Payment+Plans Take me to the Emersion Knowledge Base article]
-This article is part of a suite of articles 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.
+[[file:new_home_sm.jpg|900px]]

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 == Off-Cycle Payments / Manual Payments ==
-There is no support for payments made to payment plans outside the schedule.  Payments made by a client via the [[/End_User_Portal_and_Customer_Sign_Up_Portal#End_User_Portal | End User Portal]] or a staff Member cannot be attributed to a payment plan.
+There is no support for payments made to payment plans outside the schedule.  Payments made by a client via the [[End_User_Portal | End User Portal]] or a staff Member cannot be attributed to a payment plan.
 If there is an invoice that is partially covered by a payment plan, users can allocate the payment to this invoice but it cannot cover the amount of that invoice that is covered by the payment plan.

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 === Enable Automated Payments for the Customer ===
-Before you begin, one of the pre-requisites for setting up a payment plan for a customer is that the customer must have an automated payment method enabled. If you attempt to create a payment plan for a customer without automated payments, Cumulus will display a message and redirect the user automatically to the '''Customer > Payment Method''' tab.
+One of the prerequisites for setting up a payment plan is that the customer must have an [[Account Management/Customer Screen/Payment Methods|automated payment method]] enabled. If you attempt to create a payment plan for a customer without enabling this feature, the system will display a message to that effect and redirect the user automatically to the [[Account Management/Customer Screen/Payment Methods|'''Customer > Payment Method''']] tab.
-'''''! Important !''''
+'''''! Important !''''<br />
-Enabling the Automated Payment method will take a payment from the customer immediately if the invoice that will be covered by the payment plan is already overdue. This behaviour is design and under normal conditions is the desired outcome. However this is not likely to be the desired outcome if a payment plan is to be created covering this overdue amount. To avoid a payment being taken for an overdue amount that will be covered by a payment plan, use the "Automated Payments cannot be taken until" field as pictured below. Setting this to be a date in the future will prevent payments being taken until the date arrives. This will give you the opportunity to set up the payment plan before any automatic deductions are made.
+Enabling the automated payment method will take a payment from the customer immediately if an invoice is already overdue. This is the intended behaviour. However in the case of a payment plan, this is not the desired outcome since the payment plan will cover the overdue amount. To avoid a payment being taken for an overdue amount, use the ''Automated Payments cannot be taken until'' field. Setting this to a date in the future will prevent payments being taken until the date arrives and give the user the the opportunity to set up the payment plan before any automatic deductions are made.
 [[File:Canttakepayments until.png]]

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 ===Changing scheduled payments or cancel the payment plan===
-Nav: Customer > Payment Plan
+'''Nav: Customer > Payment Plan'''
 Click on the Plan ID of the payment plan you want to modify.

@@ Line 76: / Line 76: @@
 [[File:Pp done.png]]
-== Updating a Payment plan ==
+== Updating or Cancelling Payment Plans ==
-It is possible to modify a payment plan (scheduled dates only), or cancel it after it has been created.
+Once a payment plan is in progress, it is possible to make some limited changes to it. Users can:
 ===Changing scheduled payments or cancel the payment plan===
-First of all navigate back to the payment plan tab and click on the ID of the payment:
+Nav: Customer > Payment Plan
 [[File:Edit payment plan.png|Edit_Payment_Plan]]
-From the next window you can change the scheduled payment dates here and click Update Payment Dates for this to date effect.  You may also cancel the payment plan outright.
+To make a change to the payment dates adjust the date and press '''Update Payment Dates'''.
-If you wish to:
+If users wish to:
-* Modify the amounts of the payment plan, either the total or individual payments.
+* Modify the amounts of the payment plan, either the total value of the payment plan or individual payment amounts
-* Modify the amount of payments to be made.
+* Modify the number of payments.
-* Modify other attributes such as payment retry attempts then;
+* Modify other attributes such as payment retry attempts
-You would need to cancel the payment plan outright and recreate it.  Please note that cancelling the payment plan will make the amount overdue again.  This could mean that the invoice will again be subject to overdue invoice events, or automatic deductions if the Automated Payment Method is still enabled.
+the payment plan needs to be cancelled and a new payment plan will need to be created. Please note that cancelling a payment plan may mean some amounts are overdue and the system will treat it accordingly. This could mean that the invoice will be subject to overdue invoice notification events or automatic payment deductions if the Automated Payment Method is still enabled.
 [[File:Modify schedule.png]]
-=== Off-Cycle Payments / Manual Payments made by Client or Staff===
+== Off-Cycle Payments / Manual Payments ==
-There is a possibility that a payment may be processed manually by a client via the User Portal, or perhaps via a staff Member.  Please be aware that such payments <b> will not </b> be applied to invoices subject to a payment plan.  Unless there is some other outstanding amount due that is <b> not </b> covered by a payment plan, the payment will simply sit on the account unallocated.
+If users want to adjust the payment plan to account for this off-cycle or manual payment, complete the following steps:
-If you wish to adjust the payment plan to account for this payment, at this time the only way to achieve this is to dissolve/cancel the payment plan, let the system allocate the payment to the relevant invoice (or you can manually allocated), then recreate the payment plan again.
+Cancel the existing payment plan.
 = See Also =
 [[Payment_Plans_V2 | Payment Plans]]

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 Below these settings is the list of invoices covered by the payment plan.
 Once you are happy with the schedule and all settings, press '''Finalise Payment Plan'''.
-[[File:Review Schedule.png]]
+Upon saving the Payment plan, the system will display the following message.
 [[File:Pp done.png]]

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 If you are interested in subscribing to [[Payment_Plans_V2 | 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].
-== Creating a new Payment Plan ==
+== Creating Payment Plans ==
-Before you begin, one of the conditions of setting up a payment plan is that the customer must have an automated payment method of some kind setup.  If you try and create a Payment Plan before you do this, the UI will state this and redirect you to the Payment Method tab.  Furthermore, the payment method must be <b> "Enabled" before the system will permit you to create a payment plan. </b>.
+Follow these steps to create a payment plan for a customer.
-If you wish to eliminate the chance of a payment being taken straight away for the invoices that you want to cover before you've had a chance to set up the payment plan, the way to deal with this is to use the "Automated Payments cannot be taken until" field on the payment method setup as pictured below.  Push the date forward a day or so, or whatever time interval is appropriate.  This will give you a chance to setup the payment plan before any automatic deductions are taken.
+=== Enable Automated Payments for the Customer ===
 [[File:Canttakepayments until.png]]
-Assuming you have completed the step below, go to the customer account -> Payment Plan Tab -> Create Payment Plan.
+Nav: '''Customer > Payment Plan > Create Payment Plan'''
 [[File:Create New.png|Create Payment Plan]]
-In the first step of the wizard, the system asks you which invoices, and what amount on each invoice is going to be subject to the payment plan.  Note that if you are only covering a partial amount of the invoice with a payment plan, the remaining outstanding balance will still be subject to overdue invoice events, and automatic payment method attempts just like any other normal outstanding amount.
+=== Step 1: Select Invoices ===
 [[File:Select Invoice.png]]
-In the second step of the wizard, you are asked to specify the details about the payment schedule.  The following fields will require completion
+Once you have selected the invoices and the amount from each invoice to be covered, press '''Enter Payment Plan''' to proceed to the next step.
-* The payment plan start date.  Whatever date you set here will be the day when the first payment deduction will be attempted.
+=== Step 2: Enter Payment Plan Details ===
-* The payment frequency.  As the name suggests the interval between each payment deduction.
-* The number of payments.  Determines the value of each payment deduction attempt during the course of the payment plan.  For instance, if the total of the payment plan was $100, and you specified 4, then each payment amount would be $25.
+Complete the fields as follows:
-* Days between retry.  It is possible that the payment deduction may fail.  This option lets you configure how much time passes before the system will attempt again for that particular payment in the payment schedule.
-* Maximum tries per failed payment.   This lets you control how many attempts you will permit on a particular payment deduction, before the payment plan is cancelled outright.  If the payment plan is cancelled, please note that the invoice will become outstanding once again.  It will be subject to all over the verdue invoice events, and the system will attempt to deduct the entire outstanding/overdue amount of the invoice if an automated payment method is enabled.
+* '''Start date''' - Enter the date when the first payment will be deducted.
 [[File:Schedule pp.png|Payment Schedule]]
-The next step of the wizard gives you a preview of the schedule.  From here you can tweak amounts due on certain days, or if you wish, change the date of a particular payment schedule.  In terms of the amount it can be changed to any value, provided that the sum of all the scheduled amounts matches that of the payment plan total.  Once your done click Finalize Payment Plan.
+This page gives users the ability to adjust the amounts and on what days they will occur. The amount can be changed to any value, but if the sum of all the amounts does not match the Total Value of the payment plan, users will be unable to save the changes.
 [[File:Review Schedule.png]]
+Upon saving the Payment plan, the system will display a message.
 [[File:Pp done.png]]