payment arrangement draft
It would help us if there was a payment arrangement draft mode where we can put the arrangement on the account in an inactive status, send out the paperwork to the customer (sometimes it is more than one party) and then after the agreement documents are signed, then activate the arrangement on the account. This way there isn't an active arrangement on the account while we are waiting for documents during which time a bill could post.
5
votes
Candace
shared this idea
We need more votes on this request.
-
Kim
commented
At one time we were able to allow customer on payment arrangements to be on auto draft. It was very helpful. Then one day our ability to put in specific amounts for arrangement drafts stopped.