Enrolling a Customer in a Predefined Payment Plan

If the customer selects a predefined payment plan during the selection process, use these steps to enroll the customer in the plan.

Note:

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

To enroll a customer in a predefined payment plan:

1. Complete the steps in the Selecting a Payment Plan task above.
2. At the bottom of the screen, select the predefined payment plan that the customer wants to enroll in from 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. On the Plan Confirmation screen, verify the payment plan details with the customer. If the customer accepts the plan, click Save to exit the payment plan process.
5. 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.
6. 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.