Payment configuration provides several setup options.

Payment allocation – Define the auto allocation used when a payment is made, such as line item priority, oldest account first, or pro-rata

Payment Custom Fields – Define any custom fields needed to store extra data related to the payment, such as a receipt number from another system.

Payment Fees- Setup Payment fees for a payment plan setup fee, or even for each payment

Payment Plan Rules – Define the payment plan rules such as minimum payment or balance

Payment Receipts- Define the receipt that will be generated automatically when a payment is made.

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Aaron Burge (Installation) Ext. 5710


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