So we use payment plans for both Credit Card billing and Normal Billing in our school. What we are looking for is a report or utility that notifies us when a payment is made that does not follow the Payment Plan (different amount paid than what is currently due). Example - next payment due is $70 by 11/22 - payment is made on order for amount not $70
Thanks
Mary
We have a draft of a report that is somewhat similar to what you're asking for. The report finds any orders that are unpaid (or partially paid) and then provides a summary of the current amount due on the order compared to the future billings that are due on the order. If the future billings are not the same as the amount due, then the order needs some investigation.
What would be the scenario wherein you get a payment for the wrong amount?
Cheers,
Bill Waugh
Starlight Theatre