Viewing a Payment Proposal

Payment proposals created in Payments Plus are listed on the Payments home and list view pages alongside payment proposals created in the earlier edition of Payments. The payments list view page displays a list of all payment proposals in your current companyThe company in which you are working. This is represented by the company queue to which you, and new instances of objects you create, are assigned..

To view or continue with any existing payment proposal, click the Payments tab to display the Payments home page.

When you have located a payment proposal on the home or list pages, click its payment number to view its details. What happens next depends on how the proposal was created.

• If the payment proposal you select was created in the earlier edition of Payments, its account lines are displayed in Classic View.
• If the payment proposal you select was created in Payments Plus, the proposal is displayed at the appropriate stage according to its current payment status.

Tip:

The origin of a payment proposal is indicated by the Created by Payments Plus checkbox. See Payment Proposal Fields. You may find it helpful to add this checkbox to your existing Payments list view page layout. Your administrator should be able to do this for you.