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Version 7071.2004

This section outlines changes to the Debtors manual arising from changes made to Synergetic (versions 7071.1903-7071.2004).

New configuration setting for disabling the single payment discount after charging has begun.You can use the DisableSinglePaymentDiscount configuration setting to determines whether the single payment discount is available after instalment charging has begun. That is, after the date specified in the ChargesBeginDate configuration setting.New configuration setting for including non-instalment fees in payment plans.You can use the IncludeNonInstalmentFees configuration setting to determine whether non-instalment fees are included in payment plans.

Change

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Decoupled payment plans.

Previously, instalment charges (maintained using the Instalments tab) and payment plan payments (maintained using the Automatic Payments sub-tab) were linked and changes to one simultaneously updated the other.

This forced debtors and schools to use the same charging and payment frequency.

Now you can unlink instalment charges and payment plan payments to allow your school to maintain its preferred charging schedule while also allowing debtors to select their preferred payment schedule on the Community Portal. For more information, see LinkInstalmentsAndPlansFlag configuration setting.

Configuring payment plans

Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab

Debtor Maintenance - Instalments tab

New debtor email merge fields for emails and SMSs.

The following debtor email merge fields have been added to allow you to personalise debtor emails:

  • DebtorIDFull: populates the Debtor ID
  • TotalOwing: total amount owing
  • CurrentBalance current balance including charges the debtor has not been notified about (e.g. upcoming payment plan charges)
  • BPAYReference: BPAYReference number.

Tip: You can quickly create an email or SMS for all debtors by right-clicking the Debtor Selector and selecting Email All Records or SMS All Records. See Sending emails from a grid.

Note: Currently, this functionality does not support sub-ledger accounts for debtors with multiple accounts. That is, sending an email or SMS to the sub-ledger account populates the details of the main debtor account.

Using the Send Email(s) window

Using merge fields in emails and SMS messages