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The Customer|History|Payment Plans page contains a complete list of all payment plans that the customer has. Click any payment plan record to go to the Order|Summary page.

The following image illustrates the Customer|History|Payment Plans page:

 

CS-Customer-History-Payment Plans-7.31

The Customer|History|Payment Plans page contains the following properties:

Field

Description

Order number

The number for the order. All displayed payments are sorted by this field.

Payment Plan Name

The payment plan (monthly, bi-monthly) used to pay for the order.

Payment Plan Creation Date

The date the payment plan was created..

Payment Plan Start Date

The date the payment plan begins.

Payment Plan End Date

The date the payment plan ends.

Payment Plan Total

The total value of the payments being made through the payment plan

Payment Plan Balance Remaining

The remaining value of the payment plan/the amount still owed by the customer.