SET UP A PAYMENT PLAN/PAYMENT ARRANGEMENT

Set up a Payment Plan/Payment Arrangement

• It can be set up even if the customer is on a dunning level

1. Pull up the account and click the plus sign

2. Create a case under Sold To

3. Case type: Billing/AR

4. Case sub type: Payment Arrangement

5. Who called in by

6. Add description

7. Save

8. Load SAP

• payment term should be billable A030 but not pia ; if pia we can offer soft credit check

1. Click invoices

2. Click payment plan dropdown

3. Click Invoice tab

4. Click Payment Plan tab

5. Explain and tick the radio button of the chosen payment terms

6. Inform that Initial payment is due today

7. Click confirm

8. Process initial payment that shows APIA (make sure that you tell the customer of the next payments because they will not get any invoice nor notification)

• Tick the box that shows APIA

• Click the right arrow on the upper right corner then select simulate and it will auto populate the amount to be paid or key in shift+F8. (no need to type in)

• Click make a payment

• Proceed with the payment process

• Copy Transaction Control number

• Can send payment confirmation via email

1. Ask customer to sign paperwork: www.amerigasinfo.com (use: sold to number and their zip code to login

2. Verify in capture if it's done

3. Go back to USD

4. Under Billing AR tab in USD add the monthly payment amount and no of payment installments

5. If customer did not sign paper work; go to Summary > find Flags > Pending Status: To sign paperwork

6. Add notes & Activities

7. Resolve case if it was signed if not; Add to billing queue

8. Save or save & close

• There will be accounts that is not eligible for payment arrangement; it is because it's tied up with Dispute and waiting for a change in the invoice. (check in the upper right screen of sap)

• Customer cannot get a delivery until they pay the installment plan in full unless, they pay the entire balance.