Online Library Installment Schedule Settings | Page 2
Multi-year installment schedule settings
2-year renewal cycle, billed annually for 1/2 of the amount:
Number of Months = 24
Bill Frequency = Annual
Number of Installments = 2 (keep default)
2-year renewal cycle, billed one time for the full amount:
Number of Months = 24
Bill Frequency = Annual
Number of Installments = 1 (override the default)
Note: If you deactivate an
installment schedule that is
assigned to an existing rate,
you must update the rate with
a new installment schedule.
3-year renewal cycle, billed annually for 1/3 of the amount:
Number of Months = 36
Bill Frequency = Annual
Number of Installments = 3 (keep default)
3-year renewal cycle, billed one time for the full amount:
Number of Months = 36
Bill Frequency = Annual
Number of Installments = 1 (override the default)
Lifetime membership, billed one time for the full amount:
Number of Months = 999
Bill Frequency = Annual
Number of Installments = 1 (override the default)
Installment Schedule Maintenance
You can make changes to an installment schedule at any time. Changing the name of
an installment schedule or any other information on it will change the installment
information of new renewal billing records and invoices only. Existing renewal billing
records and invoices are not affected.
If you are going to create a new installment schedule and want to leave the old
schedule in place for historical reference, on the list of active installment schedules,
click the schedule to select it, and then click Deactivate from the Record toolbar.
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