The payment plan step is where the reservation process is completed, summary detailed including a reservation number is allocated, the requested status is displayed, summary of all reservation details are shown and payment plans can be allocated.



The purpose of this step in the reservation wizard is to primarily allocate a payment plan to the reservation. If an agent is allocated to the reservation the payment plan will default to the agent’s payment plan, where there is no agent allocated the plan is defaulted to the payment plan setup on the Defaults table.

If a payment plan is applied and payment items are generated in the past, the ‘past’ payment items are consolidated and the due date is set to the current date.

Applying a Payment Plan

If the user is internal, they have access to and can apply any payment plan setup in the Payment plan Code Table. To apply the payment plan, the user must click the drop down menu in the Payment Plan table, select the required payment plan and click the Update button.

Once a payment plan is allocated, the user can edit or amend to the plan by clicking the respective payment item (row) and editing in the pop-up. The payment plan is then adjusted - any amounts that are outstanding or negative are displayed in an ‘Unallocated’ row, the user can select the unallocated row and adjust the payment accordingly.