Add a Payment to a Payment Arrangement

Use the Payment Arrangement Wizard to add a payment to a non-settlement arrangement. You must have the Add Payments Permission.

To add a payment to an arrangement

1. With an account displayed in the Work Form, from the menu bar, click Promise. The Arrangements panel appears.

2. Click Add Payments. One of the following occurs:

• If you are adding a payment for linked accounts, the Add Payments to Existing Arrangement Options dialog box appears.

Renegotiate with linked accounts not on an arrangement: If selected, displays all linked accounts on the Select Accounts page to allow you to include linked accounts not in the arrangement already.

Renegotiate with current accounts only: If selected, only displays the linked accounts currently in the arrangement on the Select Accounts page.

1. Click an option and then click OK. The Select Accounts page appears.

2. Select Accounts to Include in the Payment Arrangement.

• If you are adding a payment for a non-linked account, the Select Payment Type page appears.

Note: To select a payment instrument from the person's wallet, you must have the Use Payment Instruments permission.

3. Select a Payment Type. The Add Payments page appears.

4. Complete the information and then click Next.

5. Complete the remaining pages within the wizard. For more information, see the related topics in this section.