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 If you are going to create a new installment schedule and want to leave the old schedule in place for historical reference, on the list of active installment schedules, click the schedule to select it, and then click Deactivate from the Record toolbar. Powered by © Copyright 2018 by Protech Associates, Inc. All Rights Reserved. +1 (800) 310-8813 Microsoft Dynamics 365