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View Payment Arrangements
Use the Arrangements panel in the Work Form to view payment arrangements for an account.
To view payment arrangements
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With an account displayed in the Work Form, from the menu bar, click Promise. The Arrangements panel appears. If a payment arrangement does not exist, the data grid is blank.
Due Date: Payment due date.
Total: Total payment amount due, including surcharges.
Amount: Payment amount due, excluding surcharges.
Surcharge: Surcharge amount due.
Type: Type of payment instrument, such as credit card or checking account. If the user didn't specify a payment instrument when creating the arrangement, this column contains "Unknown."
Status: Status of the payment. If the user didn't specify a payment instrument when creating the arrangement, this column contains "On Hold."
Payment Instrument: Last four digits of the payment instrument's account number. If you didn't specify a payment instrument when creating the arrangement, this column contains "N/A."
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To view details for a payment, click the plus sign (+) next to the payment.
Notes:
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If the current arrangement is on track and has no adjustments that would affect the projected balance, Latitude displays the message, "The current arrangement is on track."
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If the account has a settlement arrangement that is no longer active, the system removes the "Account has a settlement agreement" message.