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| tax_claim:paymentplanform [2017/06/05 15:22 UTC] – add quick reference steps mike | tax_claim:paymentplanform [2017/06/05 16:14 UTC] – [Deposits] mike |
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| ===== Deposits ===== | ===== Deposits ===== |
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| A Deposit Amount can be entered here so that it will be made part of the calculation of the Installment Amount and appear on the Printable Payment Plan described below. Entering the amount here does not replace creating a receipt; that needs to be done as a separate step on the Receipt Form as you would usually to receive a payment. If you have already posted a payment for the Deposit Amount you should not include it on this form because it will reduce the Balance Due below what is actually owed. If you have already posted the Deposit Payment and want it to show on the payment plan you can enter it here and manually increase the Amount Due by the amount of the Deposit. This may be confusing, however, because the Amount Due will not match the sum of the Current Balance list. | A Deposit Amount can be entered here so that it will be made part of the calculation of the Installment Amount and appear on the Printable Payment Plan described below. Entering the amount here does not replace creating a receipt; that needs to be done as a separate step on the Receipt Form after the payment plan is set up. <wrap important>Do not post the payment for the Deposit Amount before setting up the payment plan.</wrap> If you do, the program will double-count the deposit amount which will reduce the Balance Due below what is actually owed. ((Mistakes do happen. If you posted the Deposit Payment before setting up the payment plan, you have two options: 1) if you want it to show on the payment plan, you can enter it on the Payment Plan Form and manually increase the Amount Due by the amount of the deposit (this may be confusing, however, because the Amount Due will not match the sum of the Current Balance list); or 2) you can just leave the Deposit Amount at zero on the payment plan because the payment has already been applied to the balance due.)) |
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| ===== Add Installments ===== | ===== Add Installments ===== |