Configuring financial configuration settings for payment plans

To configure financial configuration maintenance settings for payment plans:

1. Select Modules > System > Finance Configuration Maintenance.
   The General tab of Finance Configuration Maintenance is displayed.
2. Click the Debtors tab. See Synergetic Financial Configuration - Debtors tab in the Finance manual.
   The Debtors tab of Finance Configuration Maintenance is displayed.
   
3. Populate the following Debtor Details - Page 1 fields:
   
   • Default No of Debtor Instalments
   • Default Instalment Day of Month
   • Instalment Frequency
   • Print Unearned Instalments on Original Statement Only
   • Auto Create First Transaction for New Instalments.
   
   Note: Select this field to activate the default payment plan defined by the Debtor Details - Page 1 instalment settings and automatically charge the first instalment when Automatic Tuition is processed.
   
   Tip: Community Portal users cannot make changes to activated payment plans. Use this field to ensure all the debtors for a particular fee code are assigned the same payment plan.
   
   
4. Click .

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