Payment Plan Settings
Enter the payment plan details using the Add/Modify Payment Plan dialog box.
Payment Plan Summary
Use the Payment Plan Summary section to add and remove cases from the plan, indicate where additional money should be applied, stop the plan, and view
balances and setup.
The following options are available in this section.
| Option | Description |
|---|---|
| Stop Plan | Click to stop the payment plan. When a payment plan is stopped, all schedules are ended and all fees become due immediately. |
| Add Case | Fees from multiple cases (for the same party) can be added to a single payment plan. If no payment transactions have been posted to the payment plan, click to select the cases to add to the payment plan. |
| Remove Case | If no payment transactions have been posted to the payment plan, click to select the cases to remove from the payment plan. |
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Click to view and print the payment plan summary. |
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Pause on this icon to see who created the payment plan and when. |
| Case(s) | The cases included in the payment plan are displayed in this view-only field. |
| Additional Monies Applied to | When setting up the payment plan, indicate whether additional payment monies should be applied to the last payment or the
next payment. For example, if the defendant owes $75 and he pays $100, you need to indicate how the additional $25 should
be applied to the total balance.
Select Last Payment if you want the additional money to be applied toward the party's last payment on the plan. For example, if the defendant's
last payment is $75, the $25 is taken from that last payment, making it $50.
Select Next Payment to apply the amount toward the party’s next scheduled payment. For example, if the party owes $75 each month, the next month’s
payment would be $50 because the additional $25 paid this month is carried over to the next month. A party can only pay up
to one scheduled payment in advance.
These options are not available once a payment is taken.
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| View Balances / View Setup | Use this button to view additional information about the payment plan in the Payment Plan Setup table. This information is calculated and cannot be modified.
Click View Balances to display the total amount due for the payment plan, the amount currently due, the date when the payment plan should be
paid off, the amount past due, and the amount and date of the next payment.
Click View Setup to display the amount of fees that have been applied to a schedule on the payment plan, the amount of unscheduled fees, the
total amount of the payment plan, the amount that is paid, the amount of credit applied to the payment plan, and the remaining
balance.
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Payment Plan Schedules
Use the Payment Plan Schedules section to add and edit schedules, post payments and credits, stop schedules, and view a list of schedules already on the
plan.
The following options are available in this section.
| Option | Description |
|---|---|
| Stop Schedule | Click to stop a schedule that is added to the payment plan. The schedule is immediately removed from the list of schedules. Any remaining unpaid fees are placed back into unscheduled fees. |
| Edit Schedule | Click to modify a payment plan schedule. |
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Click to post a payment to the payment plan. |
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Click to post a credit on the payment plan. |
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A payment plan can have multiple payment schedules. Click to add a schedule to the payment plan.
This option is only available if the party has unscheduled fees.
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Use these icons to display and hide the details for the payment plan schedules. |
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Pause on this icon to see who created the schedule and when. |