| Field Name | Field Description |
|---|---|
| Payment Plan Schedule Fields | Select this check box to send the user directly to the Payment Plan dialog box or the Add Schedule dialog box when the Add Payment Plan link is selected.
If there is already an active payment plan, this configuration won’t have any effect.
|
| Additional Monies Applied to | Select to either apply additional payments to the Last Payment or the Next Payment. |
| Start Date | Enter the date when the payment plan schedule beings. Use relative dates such as t+5. |
| Frequency | From the drop-down list, select how frequently payments must be made. |
| Calculate Using | From the drop-down list, select how payments should be calculated.
When Payoff Date is selected, an additional field in which to select the date is displayed.
When Payment Amount is selected, an additional field in which to type a default payment amount is displayed.
|
| Order By | From the drop-down list, select the order of the payment plan by fees or by case. |
| Include all fees in payment plan | Select this check box to include all fees from the Fee Selector dialog box. |
| Text to Display on Payment Plan Schedule | Type any information you want to be displayed on a payment plan schedule. |