Creating a Custom Payment Plan

If none of the predefined payment plans will work for your customer, and your utility allows, you can create a custom payment plan for your customer using these steps.

Note:

The create payment plan feature is available only for utilities that use the Oracle Intelligent Adviser system.

To create a custom payment plan:

1. Complete the steps in the Selecting a Pay Plan task above.
2. At the bottom of the screen, select Custom in the Select a pay plan to create field.
3. Select the method of payment in the Select a payment method field and then click Next.
4. The Allocate Payments screen appears, with a default payment schedule that includes three payments.
   • To add additional payments to the schedule, click the Add Payment Schedules button.
   • To remove payments from the schedule, click the Delete button on the payment.
5. Expand each payment row and specify the amount and date associated with the payment. Be aware that the total amount of all payments in the schedule must match the amount displayed in the Total payments field above the schedule.
6. On the Plan Confirmation screen, verify the payment plan details with the customer.
7. If the customer accepts the plan, click Save to exit the payment plan process.
8. If the Customer does not accept the terms of the plan, click the Back button to review and select a new plan, and then complete these steps again.
9. After the customer has selected a plan, the account balance is updated to reflect the new payment plan and a record is added to the activity history for the customer, noting that a payment plan was created on this date.