New Payment Plan (Bank Account Mode)

Type:    Form
Description: Allows to create new payment plan.
Modes:
Items:

Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

New Payment Plan

Includes payment plan general information.
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Amount
The amount of money charged every time billing occurs for this payment plan (e.g. amount of the transaction). Value must be submitted in cents without a decimal point.

References: Payment Plan.Amount
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Creator
Code of the user that created the payment plan.
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Description
Description of the payment plan.
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Item Description
Short description of an item.

References: Payment Plan.Item Description
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Terms
Allows to select the terms applied to the payment.
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Credit Card
Indicates that credit card terms are applied to the payment.
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Bank Account
Indicates that bank account terms are applied to the payment.
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Unlimited
Indicates that no terms are applied to the payment.
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# Payments
Indicates that terms depending on the number of payments are applied to the payment.
Billing
Billing settings associated with the payment plan.
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Cycle Type
Enumeration of possible values for periods of the billing cycle repeating.

References: Billing Cycle.Time Cycle CL
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Weekly
Indicates that billing is done on a weekly basis.
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Biweekly
Indicates that billing is done once in two weeks.
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Monthly
Indicates that billing is done on a monthly basis.
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Quarterly
Indicates that billing is done once in three months.
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Semiannually
Indicates that billing is done once in six months.
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Annually
Indicates that billing is done once in a year.
Day
The day of a month when billing occurs.

References: Billing Cycle.Day
Next Billing
Date when the next billing will occur.

References: Billing Cycle.Next Billing Date

Bank Account

Includes bank account information.
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Existing
Allows to select existing bank account of the customer or create a new one.
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Name on Account
Name of the bank account or credit card holder.

References: Payment Option.Holder Name
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Account #
Number of a payment card or bank account.

References: Payment Option.Number
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Routing #
Routing number of the bank account selected for the transaction.
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Savings
Indicates whether the bank account used for transaction is a savings bank account.
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Same As Customer's Home Address
Allows to copy information from the customer's home address.
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Street
Street name of the user's mailing address.

References: Payment Option.Street1
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City
City name of the user's mailing address.

References: Payment Option.City
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State
Code of the state associated with a user's mailing address.

References: Payment Option.State
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ZIP Code
ZIP or postal code associated with a user's mailing address.

References: Payment Option.ZIP Code