Payment Plan Schedule Fields

Complete the following fields to maintain payment plan schedules.

Field Name

Field Description

Start Date

Enter the date when the payment plan schedule should begin. This is the date on which the first payment is due.

Frequency

Indicate how often payments are to be made by selecting the appropriate frequency from the list.

Grace Days

If a grace period is allowed (i.e., payment is allowed to be delinquent for a certain number of calendar days before action is taken), enter the appropriate number of grace days in the space provided.

Calculate Using

There are several ways to calculate payments. When selecting a calculation method and entering the required information, the other payment information is automatically filled in. The following options are available:

•

Select # Payments to calculate the amount of each payment based on the total number of payments required. Type the total number of payments in the space provided.

•

Select Payoff Date to calculate the payment amount based on the date when payment should be complete. Enter the date when the plan should be paid off.

•

Select Payment Amount to enter the exact amount of each payment. Type the amount for each payment in the space provided.

Fees

Field Name

Field Description

Order Cases

If fees from multiple cases have been added to the schedule, the case order can be changed. Select Case in the Order By option, and click this link to modify the case priority.

Remove Fee

Click a fee to highlight it, and then click this link to remove the fee from the schedule. Fees cannot be removed from the schedule once a payment is taken on that schedule.

If no payments have been taken, click to select the fees to add the schedule.

Order By

Select how the fees should be ordered on the schedule using the following options:

•

Select Case to group all fees from the same case together. When this option is selected, all the fees from the first case will be paid off before payment is applied to fees from the second case.

•

Select Fee to group all fees of the same type together.

Click to add comments for the recipients.

Priority

When fee codes are set up by the system administrator, they are assigned to a particular fee category. All the fees within a fee category are assigned a default priority. These priorities are used when distributing a partial payment to determine which fees should be paid off first.

To change the default fee priority, highlight the priority number displayed in the Priority column, and type a new priority number. A lower number equals a higher priority. If multiple fees are assigned the same priority, a partial payment is divided equally between the two fees.

Hold*

Select this check box if the fee should be held indefinitely for the recipient. To remove this hold, the box must be manually unchecked.

If a hold is set in another area of Odyssey, the Hold* check box is selected and displayed with a gray background. You can manually clear the check box if needed.

Hold**

Select this check box if the fee should be held until it is fully paid. This hold is automatically removed when the fee is fully paid.

Recipients

Contains recipient data for the individual fees.

Click

to select a case party as the recipient.

Click

to find a recipient.

Pause on

to see who changed the individual fee detail and when.

Comment

Type notes or comments related to the record. Click

for additional space. Click

to check the spelling of the text entered.

Right-click Options

Field Name	Field Description
Remove All Fees	Right-click a case number and select this option to remove all of the fees for the case.
Remove Fee	Right-click a fee and select this option to remove a single fee from the schedule. Fees cannot be removed from the schedule once a payment is taken on that schedule.
Remove Recipient	Right-click a fee and select this option to remove the recipient from the fee.