The Tender Bill Payment form provides the option to pay in full the balance of any installment plan on a specified account. The Pay-in-Full process creates an order to disconnect the installment plan. Users do not have the option to create a Make Sale order (where the payment amount could be edited). The subsequent invoice will include the remaining amount due with a credit from this payment to offset that amount.
Users can access this form via the Tender Bill Payment option in POS Front Office, or by selecting the pay in full option on the Installment Plan History form or Installment Plan Detail form in Customer Management. The form’s behavior varies somewhat depending on whether it is displayed by invoking the pay in full option or by the Tender Bill Payment option.
The Payment Allocation section on this form supports paying off installment plans.
Note
This only applies when Installment Plan Enhancements are enabled in the system; otherwise, the form behaves as it did prior to the new functionality.
When the Payment Allocation check box is checked, the Apply to options are enabled and users can select whether to apply the payment to an invoice (existing functionality) or an Installment plan. The corresponding drop down menu label changes accordingly, and is populated with invoices or installment plans for the specified account.
Note
When coming to this form via the Pay in Full option, the Payment Allocation section is auto-populated with the selected installment plan. In this case users cannot choose to apply the payment to an invoice, nor can they select a different customer.
To pay off an installment plan, check Payment Allocation and then select Installment Plan. Then select the installment plan from the drop down menu. An account may have several installment plans. To help users distinguish between plans, each is listed with the service number (if the plan is associated to a service), retail product SKU (may be abbreviated depending on length), and the remaining amount due.
On selecting the installment plan, the remaining balance is auto-populated in both the Pay Off Amount and Payment Amount fields, and cannot be edited. The SKU field is auto-populated, and the serial number, if applicable, is displayed in the Description field.