KZ - Customer Payment Plans
Payment Plans App Tutorials
Learn how to setup and use the app
Video Tutorials
Manage Customer Payment Plans
Watch how payment plans are created, what information is stored with the plans, and how system tracks fulfilment of promised payments.
Configure the app
Learn how to setup different areas of Customer Payment Plans app, from general settings, to Job Queue Entry setup.
Download User Guides
Tailor the app to the required level of process control, by correctly setting up main parameters. Understand the permission sets required for users and a special Role Centre, and how to create and maintain promised payment plans.