Enter a payment plan payment

If a customer has chosen not to make automatic payments for their payment plan, you must manually enter each payment the customer makes into Smile. Manually entering a payment also lets you process a payment before the scheduled date.

Warning: Before you enter payment details, ensure you select the scheduled payment to enter the payment against. You cannot allocate a payment to a payment plan after you enter the payment.

If the CAT is enabled, a customer can also enter payment plan payments via CAT.

This task explains how to enter a payment plan payment.

  1. Search for the account to enter the payment against, then double-click the account entry in the search results.
    The Account summary page is displayed.
  2. On the Account Menu Tree, click Payment Plans.
    The Payment Plans page is displayed.
  3. Click View next to the plan to enter the payment against.
    The Payment plan summary window is displayed.
  4. Click View next to the payment you want to pay.
    The Payment summary window is displayed.
  5. Click Manually Accept, then click Continue.
    The Payment summary window is displayed.
  6. Click Close.