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| − | = Payment Plans = | + | =This Content Has Moved House= |
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| − | This suite of articles is exclusively written for the optional module of Payment Plans that is offered 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. |
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| − | 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. |
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| | + | [https://resources.emersion.com/display/EKB/Payment+Plans Take me to the Emersion Knowledge Base article] |
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| − | == Overview ==
| + | [[file:new_home_sm.jpg|900px]] |
| − | Payment plans are used to transfer a customer's debt into a repayment process. Payment Plans can be configured with a complete flexible and customisable payment arrangement and handles both regular payments and one-off payments. Users can also customise the number of payments, the amount per payment and payment period length.
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| − | = Viewing Payment Plans Across Customers ==
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| − | You can view a list of all payment plans via the following path. Payment plans cannot be created from this page. To create a payment plan, go to the Payment Plans
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| − | Nav: '''Finance > Receive Payment > Payment Plans'''
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| − | A list of Payment Plans will be displayed. You can use the search fields to retrieve a list of payment plans:
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| − | * based on status
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| − | * for a customer by searching on the name or account ID.
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| − | Open any payment plan by clicking the ID.
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| − | [[file: finance-payment-plansv2.png]] | |
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| − | == Payment Plan V2 Events ==
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| − | Four notification events are available to use with the payment plans module. You will need to set up templates for each event and '''enable''' them before they can be used. The events are:
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| − | * Payment plan has been created
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| − | * Payment plan transaction has failed
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| − | * Payment plan has been completed
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| − | * Payment plan has been cancelled
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| − | = See Also =
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| − | * [[Events|Events]]
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| − | * [[SystemEvents/Templates | Event Templates]]
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Latest revision as of 09:23, 22 April 2020
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 untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
Take me to the Emersion Knowledge Base article
