Selecting a Payment Plan

The first step in assigning a payment plan to a customer is to select the appropriate plan.

Note:

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

Select a Payment Plan

To select a payment plan:

1. Access the Customer Dashboard.
2. From the Action menu at the top of the screen, select Create Payment Plan.
3. In the Create Payment Plan drawer, verify the account number In the Account Confirmation section of the screen, verify the account number, and then click Next.
4. In the Account Analysis section of the screen, review the information in the Eligibility section to determine whether the customer is eligible for a payment plan.
5. If the customer is not eligible for a payment plan, the reasons are listed with Ineligible badges next to them. Discuss these reasons with the customer and then click the X at the top of the drawer to exit.
6. If the customer is eligible, the plans they qualify for are displayed on the screen, with the recommended plan listed first.
7. Discuss the payment plan options with the customer to determine which plan to select, and then continue to one of the options below.

• Enrolling a Customer in a Predefined Payment Plan
  
• Creating a Custom Payment Plan