Financials - Schedules

The schedules tab on the Financials page allows organizations to create payment schedules for participants and payees. Payment schedules are a series of receivables applied on set dates. All functionality for this tool is accessible by being on the Schedules tab of the Financials page.

Customization

• Account codes are customizable on the Financials page on the Account Codes tab.

Payment Schedule Fields

• Location: Payment schedule location (if applicable).

• League: Payment schedule league (if applicable).

• Title: Payment schedule title.

• Account Code: The account code associated with the receivables on the payment schedule.

• Charge Processing Fees for Online Payment: Enable to charge the customer processing fees when paying for this receivable online.

• Active: Enable to activate the payment schedule.

• Receivables: Receivables to create when assigning this payment schedule.

Note: Payment records do not need to be tied to an existing payable record, although it may skew reporting depending on which reports you run since these records will be marked as credits.

Assigning a Payment Schedule

To assign a payment schedule to a participant or payee, check the box next to the record(s) in the table and click the Assign Payment Schedule icon below the table. In the popup window, select the participant or payee and click the Save button.

Deleting a Payment Schedule

To delete a payment schedule, check the box next to the record in the table and click the Delete icon below the table. A popup window will appear to confirm you want to delete it, and if so, click Delete. Once deleted, the record cannot be recovered.