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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 ''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. |
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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 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.
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| − | === Prerequisites ===
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| − | The following prerequisites apply in order to use payment plans.
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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.
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| − | # 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.
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| − | # 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.
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| − | # Service providers must have an automated payment gateway configured.
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| − | # 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.
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| − | == Service Provider Global Default Settings ==
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| − | 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.
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| − | * 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.
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| − | == Automated Payments ==
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| − | Within the payment plan itself, the number of failed attempts before the payment plan is cancelled automatically, is configurable. Separately, 3 failed payment attempts via the payment gateway under Customer > Payment Details, will disable the automated payment method.
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| − | Emersion have enhanced the system so that if a payment plan is cancelled due to the failed payment threshold being reached), the system will disable the automated payment method.
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| − | == Creating Payment Plans ==
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| − | To create and configure a payment plan, see the article on [[Payment_Plans_V2/Create_Payment_Plan | creating and configuring a payment plan]].
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| − | == Payment Plan Purchase Statuses ==
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| − | The statuses of a payment plan and their definition are below.
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| − | * '''Active''' - The payment plan is currently in progress.
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| − | * '''Complete''' - The payment plan is complete and the customer has made all payments owing
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| − | * '''Cancelled''' - The payment plan has been cancelled by a user or because the payment was unable to be collected.
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| − | == Viewing All Payment Plans ==
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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.
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| − | Nav: '''Finance > Accounts Receivable > 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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| − | [[file: finance-payment-plans-list.png]]
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| − | Open any payment plan by clicking the ID.
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| − | [[file: finance-payment-plan-open.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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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.
