Differences

This shows you the differences between two versions of the page.

--- tax_claim:paymentplanform [2017/05/12 20:20 UTC] – [Add Payment Plan] bruce
+++ tax_claim:paymentplanform [2017/05/12 20:25 UTC] – [Create Receipt] bruce
@@ Line 23: / Line 23: @@
 ====== Create Receipt ======
 When a tax payer brings in a payment the entering of the receipt should begin here in order to maintain a history of whether the tax payer has conformed to the terms of the payment plan. Enter the date the payment was received and the payment amount on the line corresponding to the payment being satisfied then click the Create Receipt button.  This will open the Receipt Form where you can continue processing the payment as normal.  If the tax payer is satisfying more that one payment at a time enter the payment information on the last one that the payment satisfies completely then click the Create Receipt button.  On the preceding installments enter the date of payment but leave the amount set to zero.
+Recording payments on this form is important because the program uses this information to generate Payment Plan Reminder letters for tax payers who have missed payments.  These letters are available from the Reports Menu.
+====== Additional Information ======
+cancelled, completed, defaulted