Payment Arrangements

Use the Arrangements panel to view payment arrangements for an account, delete a payment arrangement, place a payment arrangement on hold, and remove a payment arrangement hold. Use the Payment Arrangements Wizard to establish payment arrangements for promises, checks by phone, and credit cards.

The steps include:

1. Creating a payment arrangement using the Payment Arrangements Wizard.

2. Processing a payment with the vendor or bank.

3. Applying a payment to a debtor account for invoicing.

If you create a payment arrangement for an account not assigned to your desk, you can reassign the account to your own desk under certain conditions. For more information, see Reassign an Account to Your Desk.