Adding a Manual Scheduled Payment to a Payment Schedule

Once a payment schedule has been generated, a manual scheduled payment can be added at any time. If a change needs to be made to a payment schedule without changing the payment frequency, a scheduled payment can be deleted and a manual scheduled payment added. Changes can be made to the payment schedule at any time, as long as the Total Schedule Amount equals the total amount due.

If all scheduled payments are deleted and a manual scheduled payment is added, the system will automatically add a line for a write-off, if applicable.

There may be scenarios where a customer has made some payments on an order line that has a payment schedule, and the customer just wants to pay the order line off entirely. To do so, delete all unpaid scheduled payments and add a manual scheduled payment for the amount remaining to be paid.

The steps below assume that you are not currently viewing the order in which you want to add a manual scheduled payment. If you are currently viewing the order in which you want to add a manual scheduled payment, skip to step 3.

To add a manual scheduled payment:

1. From the Orders Central page, search for the appropriate order. For more information, please see Searching for an Existing Order.
2. From the order summary page, in the Order Detail section, click the additional options menu to the right of the desired line item and select Set Payment Schedule, as shown below.
   
   The Edit Payment Schedule screen displays.
3. From the Payment Schedule section, click Add Scheduled Payment.
   The Edit Payment Schedule Details page displays, as shown below.
   
4. Select the appropriate calculation method, Percentage of Line Total Due or Actual Due Amount, and enter the appropriate amount.
5. The Due Date defaults to today, but can be changed if necessary.
6. The Payment Status is automatically set to "PENDING" and cannot be changed.
7. Click Save.
8. From the Edit Payment Schedule screen, click Save.