Creating a fixed amount arrangement template

  1. Select Billing > Setup > Delinquency > Payment Arrangement Template.
  2. Click Add above the Arrangement Setup grid.
  3. 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.
  4. Click Save.