Bookshelf v7.7: Non-Recurring Plans View

The Non-Recurring (NRC) Plans view defines installment plans for payment of one-time charges; for example, 12 monthly payments. NRCs are added to invoices based on this schedule. Table 46 describes the check boxes on this view.

Table 46. Selected Items on the NRC View
Item	Description
Active	Makes this NRC plan a choice in the Agreements screen > Line Items view > Charge Plan subview.
Commit	Converts this record and child records to read-only status. Selecting this check box also makes the Plan Details view read-only.

Plan Details Subview

The Plan Details subview records add specific information for an NRC plan, including the percentage of the nonrecurring charge to bill at each schedule interval (monthly, quarterly, or annually) and any additional fee to add to each installment (as a percentage, a fixed amount, or both). Each record in this view describes the amount to charge for each payment. Table 47 describes the items in this view.

Table 47. Selected Item on the Plan Details Subview
Item	Description
Number	This is the installment number (for example, if "4" is entered, that line describes details about the fourth installment of the non-recurring charge.)
NRC %	Percentage of the NRC total amount to charge on that installment.
Additional %	Any additional percentage amount to charge on that installment, such as an interest charge.
Additional Charge	Any additional fixed fee to charge on the installment, such as a service fee.