Creating a fixed amount arrangement template
-
Select
.
-
Click
Add above the
Arrangement Setup grid.
-
Specify this information:
- Template Name
- Specify a name for the template.
- Default Template
- Select this check box to set this template as the
default.
- Type
- Select Fixed
Amount.
- Fixed Amount
- Specify the payment amount.
- Frequency
- Select the payment frequency, such as
Monthly or
Quarterly.
- Down Payment
- If the arrangement calls for a down payment,
specify the amount and the number of days before the down payment is due.
- Pay Oldest First
- Select this check box to apply payments made under the
arrangement to the oldest balances first.
- Include Current
- Select this check box to include the current balances
of the selected bill types in the arranged amount.
- Include Deposits
- Select this check box to allow deposits to be
included in payment arrangements.
-
Click
Save.