View or Change Payment Plan

Explanation

This activity is used to get a general idea about a customer invoices. There is also a facility for changing the reminder template and other reminder parameters per invoice installment in order to control how an due installment should be treated by the customer reminder proposal. You can also change the interest template so that an interest rate other than that entered for the customer applies for an installment.

Prerequisites

Customer invoices must have been entered into the system.

System Effects

• A due invoice installment with a reminder blocked until date will be loaded into a new reminder proposal with status Excluded provided the reminder blocked date is not elapsed.
• When a reminder level is reduced for an already reminded item, the reminder for this installment is cancelled in Invoices per Reminder of customer reminder history.
• If you change the reminder template and/or last reminder date for an already sent reminder item, the reminder for this installment will be selected as modified in Invoices per Reminder of customer reminder history. The modified last reminder date will be used by a new reminder proposal to check whether the installment should be reminded.
• If the interest template is modified the new reminder proposal and interest template(s) will use the interest rate of the entered interest template.
• A updated last interest date and interest status will be used by a new interest proposal.

Window

Reminder/Interest Info per Customer Invoice

Related Window Descriptions

Reminder/Interest Info per Customer Invoice

Procedure

To change a reminder template for example:

1. Open the Reminder/Interest Info per Customer Invoice window.
2. Query for the invoice for which the reminder template should be changed.
3. Enter another reminder template or select it from the list of value in the invoice installment row.
4. Click Save.