1. Using Financials for the Americas
  2. Manage Customers

Manage Customers

You can use the Customers page to define the consolidated payment schedules into a single collection document.

Follow these steps:
  1. Search for Manage Customers.
  2. Search for the customer name to configure.
  3. Click the Site Number and the Profile History tab in the Sites area. If there is no Profile History, select Create Site Profile.
  4. On the Create Site Profile page, select the Additional Information area and set the Consolidate Payment Schedules to Yes.