Payment Schedule

Module: Order Detail Screen
Topic: Schedule Payments
Version(s): Version 5.1 and up 
Editions: Commerce, Call Center

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You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Payments rescheduled or sys:Payment released early or sys:Payment skipped to report on the action button usage

What is the function of the Payment Schedule Button?

The Payment Schedule button is a feature added to the order detail screen to allow you and your team members to skip a payment, release an amount for immediate payment, and schedule payments.

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Connect the Dots

Where will I see this within OLX?

You will see the Payment Schedule Button on the Order Detail Screen.

What Reports can be pulled?

1. Customer Service Activity Report Definitions
   
2. Item Status Report Definitions

What Imports/Exports Relate to the Payment Schedule Button?

1. at this time there is no import/export related to Payment Schedule

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Trouble Shooting

1. The line items are not displayed on the pop-up screen

1. Check the item is an installment item

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How To

Only items that are installments are eligible

1. Installment
   
1. Description of the installment offer
2. Status
   
1. DUE
   
1. line item is eligible for payment processing
2. HOLD
   
1. line item is not eligible for payment processing3
3. PAID
1. line item has completed payment processing
3. ActionDate
   
1. will set to 01/01/1900 by default until payment has been scheduled
4. Day
   
1. day of the week payment is scheduled
5. Amount
   
1. amount owed for that payment

Skip Payment:

The payment dates must be determined before a payment can be skipped.

You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Payment skipped to report on the action button usage 

The Skip Payment function of the Payment Schedule screen allows you to change payment dates of a continuity order. 

1. The Skip Payment will message appear.
   
1. The next payment that is due is:
   Installment Offer Name - # Installment
   Due on MM/DD/YYYY
   # payments have been skipped so far. Hit preview to move payment dates.
2. Click the Preview button to change the dates.
   
1. if payment has not already been scheduled you will see a message popup:
   
1. No payment schedule has ever been set for this plan.
2. The payment dates must be determined before a payment can be skipped.
   
2. if all skips have been used you will see a message popup:
1. No more skipped payments are allowed for this order.
3. ActionDate and Day will update and move up 1 interval (week, biweek, or month depending on how Scheduled Payment are configured)
4. Click the Save button to save your changes and hold the selected items.
   
1. a CS event will display on the customer record noting that action was taken
2. To cancel any of the current changes you have made, click the Cancel button. This will close the window without saving any changes.
   
5. The line items will go to Item Auto Hold

Release amount for immediate payment:

The payment dates must be determined before a payment amount can be released.

You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Payment released early to report on the action button usage

1. Enter in the value amount for immediate payment.
   
1. The amount released for payment has to be at least the amount of the next installment
2. Click the Preview button to change the dates and amount due.
   
1. if payment has not already been scheduled you will see a message popup
   
1. No payment schedule has ever been set for this plan.
2. The payment dates must be determined before a payment amount can be released.
3. The ActionDate for the next installment will be set to the current date and Day will be set to current day
4. Click the Save button to save your changes and release payment of the selected items.
   
1. a CS event will display on the customer record noting that action was taken
2. To cancel any of the current changes you have made, click the Cancel button. This will close the window without saving any changes.
   
5. The line item will then move to Item Pending until prepayment processing runs.
   

Schedule payments:

​

You can use Reports > Customer Service Reports > Customer Service Activity filtering for Activity = sys:Payments rescheduled to report on the action button usage

1. Select Schedule payments.
   
2. Automatically hold autoships
   
1. checked - 
   
2. unchecked - 
3. Starting from this date
   
1. Set the date to begin scheduling from
4. Schedule a payment every
   
1. This day of week
   
1. Sunday - Saturday
   
2. dates will for the day selected every week consecutively until installments are completed
   
1. 
2. This day every other week
   
1. Sunday - Saturday
   
2. dates will for the day selected every two weeks until installments are completed
   
1. 
3. On these days each month
   
1. Day 1
   
1. select date value from the dropdown
2. Day 2 - The second day should be later in the month then the first.
1. select date value from the dropdown
   
3. 
4. On this day each month
   
1. Day 1
   
1. select date value from the dropdown
   
1. 
5. Click the Preview button to change the dates and amount due.
1. if payment has not already been scheduled you will see a message popup
   
1. No payment schedule has ever been set for this plan.
2. The payment dates must be determined before a payment amount can be released.
   
2. ActionDate and Day will update according to above settings
6. Click the Save button to save your changes and release hold of the selected items.
   
1. a CS event will display on the customer record noting that action was taken
2. To cancel any of the current changes you have made, click the Cancel button. This will close the window without saving any changes.
   
7. The line item(s) not yet due will move to Item Auto Hold.
   
1. any line item with payment due will move to Not Yet Available

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Copyright 2019

Revised 5.13.2026

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