You can manage Installment plans on an account via the Customer menu by choosing ACCOUNT > Installment Plans.
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The information presented varies based on whether the selected plan is a Retail Installment Plan or a billing product-based installment plan. Click on a plan on the left to view its details on the right. For Retail Installment Plans you can click to view the associated agreement.
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This view supports paying off the installment plan in full.
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Prerequisite Setup for Payoff Now
Permissions
Users must have the E-pay One Time Payments permission enabled in their permission profile in Admin Console.
Manage Settings
Under MANAGE > Settings, there is a section for Installment Plans. To enable, a payoff register and payoff order type are required.
Note:
Users must have the Manage Settings permission to edit these settings.
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Click PAYOFF NOW.
Select an E-Pay account. Note: If the customer does not have an E-Pay account, you cannot continue with the payoff, and must first setup an E-Pay account.
If a bank account is used, an Authorization type is required. This is consistent with all E-Pay payments. Select Customer is on the phone or Customer is present. When Customer is on the phone is selected, an additional consent (NACHA) script is presented, and you must select Agree before the payment can be submitted.