Review the Payment Arrangement

Use the Review Payment Arrangement page in the Enter New Arrangements window to review a summary of the payment arrangement.

To review the payment arrangement

If the Review Payment Arrangement page isn't open, in the Tasks list, click Review Arrangement. The Review Payment Arrangement page appears.

Enter New Arrangement window - Review Payment Arrangement page

To change the information on a page in the wizard, click Back to get to the page or select an option from the Tasks list.
To save the payment arrangement and close the wizard, click Finish. The following occurs:

If your payment vendor is Payment Vision, a notification dialog box appears. Click OK. The payment arrangement appears in the Arrangements panel in the Work Form.
If your payment vendor isn't Payment Vision, the payment arrangement appears in the Arrangements panel in the Work Form.
If you didn't have permission to specify payment information, Latitude still saves the arrangement. A user with the appropriate permissions can add the payment information later. For more information about the permissions, see Enter Credit Card Information Permission and Enter Check Information Permission. In the Arrangements panel, Latitude displays the following:

For a credit card or ACH payment type, if your organization didn't configure PVG or the service is unavailable, an error message displays. The system doesn't save the arrangement.
For a promise payment type, if you don't have permissions to approve promise payment arrangements, the Approve Promises dialog box appears. Do the steps to Approve a Payment Arrangement.