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Negotiate a Payment Arrangement
Use the Payment Arrangement Wizard to create a payment arrangement. You cannot create an arrangement while an existing arrangement is on hold.
To negotiate a payment arrangement
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With an account displayed in the Work Form, from the menu bar, click Promise. The Arrangements panel appears.
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Click Negotiate New Arrangement. The first page of the wizard appears. For a non-linked account, the Select Payment Type page appears. For a linked account, the Select Accounts page appears.
Notes
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To select a payment instrument from the person's wallet, you must have the Use Payment Instruments permission.
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If you try to add a credit card that expires before an arrangement ends. The system displays a warning message indicating that the credit card will expire before the arrangement ends, along with the details. Click OK to create an arrangement.
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Complete the pages within the wizard. For more information, see the related topics in this section.
Related Topics
Renegotiate a Payment Arrangement
Select Accounts to Include in the Payment Arrangement
Select a Payment Spread Method
Select a Settlement Arrangement
Calculate the Arrangement (Normal Mode)
Calculate the Arrangement (Simple Mode)
Specify Payment Instrument Information
Specify Checking or Savings Account Information
Specify Credit Card Information
Select a Reminder or Notice Letter