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Payment Arrangement Tasks

This section describes the tasks for negotiating a payment arrangement.

Linked Arrangements

Previously for linked accounts, the system applied PDCs and credit cards to the link driver account only; and then moved and applied them to the other accounts when the debtor paid off the driver account. Automatic moving of post-dated arrangements (PDCs and credit cards) from driver accounts no longer occurs for payment arrangements that you create using the Payment Arrangements Wizard. The system applies transactions to the affected accounts.

Generally, you make payment arrangements from the link driver account. If the account is not the driver, the system requires user permission to create payment arrangements. If your permissions allow payments on the link driver account only, select this account before setting up the payment arrangement.

Related Topics

Negotiate a Payment Arrangement

Renegotiate a Payment Arrangement

Select Accounts to Include in the Payment Arrangement

Select a Payment Type

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

Review the Payment Arrangement

Approve a Payment Arrangement

Payment Arrangement Icons

Payment Arrangements Wizard