How to make updates to a customer's Installment Billing Plan in 3.1
Problem
I need to make some changes to a customer's installment bill. Is there a program for this?
Solution
The Installment Billing Update program (Household Lookup > Select the Household > Click Installment Billing Update) allows you to view all billing records currently linked to a household. The top half of the screen allows you to view and change billing plans and information. The DataGrid at the bottom of the screen displays all bills for the plan currently selected.
From the DataGrid, you will use InLine editing to perform any of the following actions:
- Change the Billing Date.
- Change the Billing Status.
- Change the Billing Amount.
- Add or change a flat dollar Discount to a Billing record.
- Add new Billing Records to the existing Bill.
- Copy a selected Billing Record to all or selected Unbilled and/or Unbilled-Adjusted Billing Records.
An additional Pre Pay Update button allows you to add up to three (3) pre payment amounts for Installment Bills.
The '?' Full Page Help for this program contains 'how to' instruction or refer to the Update an Existing Billing Plan section of the Installment Billing Topic Doc for step-by-step instruction and examples.