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Summary / TL:DR: This article will show you how to provide a new schedule for an existing sequence of installment billing debits.
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For example the customer wishes to move from a monthly schedule to a quarterly one (or vice versa). Or perhaps the customer has missed payments, and needs to have the debits reset, while taking into account the money they have paid to this point.
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How to Restructure Installment Billing
From the Telesales Ribbon,
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click Installment Restructure
On the Installment Billing Headers Screen search for and highlight the installment to be restructured
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Click Restructure
The installment Billing Header Maintenance dialog box will appear, complete the following fields:
Reset I/B | Enter the new installment billing code. |
Date of First Installment | Enter the date the first installment should be charged. |
Number of Installments | Enter the new number of installments. This should match the new billing codes number of installments. |
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5. Click OK
6. The Advantage Report View will appear to give a preview of the new restructured payment schedule:
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Move to Step 7 only if the report is correct for the installment change, otherwise, go back to step 3 |
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7. Click OK
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Once you have determined the final I/B code and restructure that is to be used for this invoice ARP280 does the following:
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8. The Installment Billing Header Maintenance dialog box will appear to verify the change
9. Click OK
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10. In order for the new payment process to begin, the ARP280 process must be run, this runs every night, so after you’ve made your change, you should see this take affect the next day
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Wrap upYou should now know how to restructure an existing sequence of installment billing debits in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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