Using NolaPro > Billing > Payment Plans
Update Payment Plan
Add or enter Payment Plans (regularly scheduled amounts to be invoiced)
  1. From Main Menu select Billing -> Payment Plans -> Edit Plan. Your screen should look similar to this:

  2. To ADD a new plan, click on the Add New button.

  3. To UPDATE an existing plan, fill out some of the displayed entries (Plan Number, PO Number, Customer, or some portion of Notes). This will cause a search for matches when you click on the Next button.



    4. UPDATE AN EXISTING PAYMENT PLAN

  4. If you clicked on the Next button on the first screen, you will then see a screen similar to this (if there are multiple plans that fit the search criteria. Otherwise skip to the next step):


  5. Click on the number of the payment plan you want to update.


  6. Update any of the information desired, including Cost of Goods Sold by clicking on the Enter COGS button.

  7. If you clicked on the Enter COGS button it should bring up a screen similar to this:

    1. Enter Cost of Goods in the appropriate box.

    2. Enter the Cost and Inventory GL accounts in the appropriate boxes.

    3. Click the Save button to save the entry and open up another line for entering more costs.

  8. When you have entered all the costs you want (and SAVED them), exit by clicking on the Close Window button to return to the Payment Plan Update screen.

  9. When finished editing the payment plan, click on Save to SAVE your changes.