Last Identifies the last date and time the payment plan was changed, and the user who made the changes. Modified By Viewing and Modifying a Payment Plan In the main menu, select Billing, Configuration, then Payment Plans. A list of all available plans is displayed. Tip: By default, only Active are displayed. Clear the filter in the Status column to view all plans. Click a link in the Name column to view the payment plan details. If there are a large number of available plans, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate plan. See the section on for a detailed description of the fields. All fields may be edited, if necessary, except for the Code field. Click Save to save any changes and remain on the page, click Save & Close to save and return to the payment plan list, or click Close to return to the payment plan list without saving any changes. Deactivating a Payment Plan Once created, a payment plan cannot be deleted. It can be deactivated, which leaves it linked to any existing companies or individuals, but prevents it from being used for new configurations. In the main menu, select Billing, then A list of all available plans is displayed. Configuration, Payment Plans. By default, only Active plans are displayed. Clear the filter in the Status column to view all plans. Tip: Locate the plan or plans to be deactivated. If there are a large number of available plans, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate plans.
Last Modified By Identifies the last date and time the payment plan was changed, and the user who made the changes. Viewing and Modifying a Payment Plan In the main menu, select Billing, Configuration, then Payment Plans. A list of all available plans is displayed. Tip: By default, only Active are displayed. Clear the filter in the Status column to view all plans. Click a link in the Name column to view the payment plan details. If there are a large number of available plans, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate plan. See the section on for a detailed description of the fields. All fields may be edited, if necessary, except for the Code field. Click Save to save any changes and remain on the page, click Save & Close to save and return to the payment plan list, or click Close to return to the payment plan list without saving any changes. Deactivating a Payment Plan Once created, a payment plan cannot be deleted. It can be deactivated, which leaves it linked to any existing companies or individuals, but prevents it from being used for new configurations. In the main menu, select Billing, Configuration, then Payment Plans. A list of all available plans is displayed. Tip: By default, only Active plans are displayed. Clear the filter in the Status column to view all plans. Locate the plan or plans to be deactivated. If there are a large number of available plans, see the Using Grids section of the User Guide - Introduction document for help on finding the appropriate plans.
Bridge%202.4.74%20-%20User%20Guide%20-%20Billing.docx