Managing Payment Periods

Topics

Configuring Payment Periods

See Accela Civic Platform Configuration Reference.

Adding a Payment Period

As necessary, you can add new payment periods to Civic Platform. When you add a payment period, you can choose the order in which you want payment periods to display within a fee schedule. When a user assesses a fee, payment periods with a lower display order appear first in the list.

To add a payment period

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Navigate to Fees > Payment Period.

  3. Click Add.

  4. Complete these fields:

    Payment Period Enter a unique name to identify the payment period. For example, enter “Final” to identify a payment period that occurs at the end of the application process.
    Display Order Enter a number to determine the position of the payment period within a list of payment periods. For example, if you want the period to display before any other periods, enter 1.
    Status If you want to make the payment period available to users in Civic Platform, select Active; otherwise, select Inactive.

  5. Click Save.

Searching for a Payment Period

If you want to edit an existing payment period, you first need to search for the period in your database. You can also search for a payment to view details about the payment period without necessarily editing it. You can search for a payment period based on the payment period name and status.

To see a list of all payment periods, click Submit without entering details about an individual period.

To search for a payment period

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Navigate to Fees > Payment Period.

  3. Complete these fields:

    Payment Period Enter the name of the payment period for which you are searching.
    Record Status Choose the payment period you want to find. You can search for enabled or disabled items.

  4. To see a list of all payment periods, click Submit without entering details about a period.

  5. Click Submit.

  6. If Civic Platform displays a list of options, click the option that you want.

Editing a Payment Period

You can change the display order or the status of any pay period.

To edit a payment period

  1. Access the Classic Administration page (Accessing Classic Administration).

  2. Navigate to Fees > Payment Period.

  3. Search for the payment period that you want.

  4. Update these fields:

    Display Order Enter a number to determine the position of the payment period within a list of payment periods. For example, if you want the period to display before any other periods, enter 1.
    Status If you want to make the payment period available to users in Civic Platform, select Active; otherwise, Select Inactive.

  5. Click Save.