Creating next year payment plans
You can use the Create Next Year Payment Plans window to create payment plans for the next file year.
Creating payment plans for the next file year
To create payment plans for the next file year you will need to have completed the steps to create your Next Year General Ledger: Creating the next general ledger year (Next Year Process):
- Create Next General Ledger Year
- Open the Create Next Year Payment Plans window.
- Select next year's file year in the Year field.
Tip: You can select the Rollover existing selections field to rollover existing debtor payment plan selections. - Click .
The Confirm window is displayed. - Click .
The grid area is updated with payment plans for the next file year.
Create Next Year Payment Plans window key fields and buttons
Select Year area fields
Field | Description |
---|---|
Year | Select the file year for creating next year's payment plans. |
Rollover existing selections | Select to rollover existing debtor payment plan selections. |
Select Year area buttons
Button | Description |
---|---|
Create payment plans for the year selected in the Year field. |
Grid area fields
Note: You can edit these fields using the luPortalPaymentPlans lookup table. See luPortalPaymentPlans lookup table
Field | Description |
---|---|
Active | Whether the selected payment plan is currently active at your organisation. |
Instalments | Number of instalments in the payment plan. |
Description | Description provided with the payment plan. |
Administer Discount | School - Discount percentage if the debtor selects to have the school administer payments. |
User - Discount percentage if the debtor selects to administer payments themselves. | |
Publish | Start - Date from which the plan will be available for selection on the portal. |
Stop - Date after which the plan will no longer be available for selection on the portal. | |
Instalment | Start - Date of the first instalment. |
Stop - Date of the final payment for plans with multiple instalments. | |
File Year | File year specified for the payment plan. |
Default | Whether the payment plan is displayed as the default when payment plans are first displayed on the Community Portal. |
Note: Review the details on the luPortalPaymentPlans lookup table to finalise the process. See luPortalPaymentPlans lookup table