Schedule Details

Schedule Details

Schedule Details

This lets you access more information about each Schedule, and make changes as required.


Notes
Note that all FlexiPay Schedule are stored against a User in the eNotice User list. This User may not be registered for Email Delivery, but the User is used to store contact details, audit trails etc. 

Schedule Information

User Details

Account Name - the Name on Notice the Schedule is setup for
Account Number - the Account Number of the Notice the Schedule is setup for
Line of Business - this helps identify which part of your Organisation this Schedule applies to (eg Rates, Water, Debtors etc)
Mobile Number - relates to the User Profile
Email Address - relates to the User Profile
eNotice Profile - shows if the Notice this Schedule is setup for has nominated for email delivery. Active means it will be emailed.

Payment Details

Payment Method - displays the secure token of the payment method currently in place for this Schedule
Amount - the amount paying on each interval
Frequency of Payment - the frequency each payment will be triggered on. Autopay means this is dictated by the Notice Due Date.
Next Payment Date - the date the next payment will be processed on. On this date, the Next Payment Date will be updated according to the Frequency. This is not available for Autopay schedules.
End Payment Date - The date payments have been calculated to. Upon this date, the Schedule will be marked as Completed. This is only available on Weekly, Fortnightly, Monthly Direct Debits.
Upfront Payment - the Amount the User nominated to pay at the beginning of their Payment Arrangement. This will be triggered on the date that the Schedule becomes Active. Only available on Payment Arrangements. 

Control Buttons

Cancel Schedule - this will stop all payments, and notifies the User
Accepted - Only available on "At Risk" schedules. This shows a payment has been missed. You may clear this and revert to Active by using this button if you wish. 
Resend Payment Link - used any time to send the User an email to nominate a new Payment Method. 
Pause - Use this to skip any payments that were scheduled up until the date nominated here.
Reset Changes - This will clear any unsaved edits to the Schedule
Confirm and Resend - This will save all changes you have made to the Schedule, and will email the User a confirmation of the changes. 
Approve/Reject - Available only on Payment Arrangements, used to allow them to determine the outcome of a Payment Arrangement application.

Notes

You can add your own Notes into the Activity Log, to capture the external elements behind updating a Schedule. This is for your own uses, and may include items such as why a Pause was put in place, why you changed a Schedule etc. 

Activity Log

This will capture all elements of the Schedule, including how it was created, adjustments, and successful or failed payments. 


    • Related Articles

    • FlexiPay Overview

      Overview This section covers the administrative view of FlexiPay. Navigation You may search for FlexiPay Schedules using the Notice Account Number, or the Users Email address. You may also Filter by Status, and Sort each column as required. When ...

    • Payments

      This page will only be displayed if your Organisation uses FlexiPay. All payment schedules stored in FlexiPay, against this User will be displayed here. The User may nominate a new Payment Method, or Cancel their Schedule at any time. For more ...

    • Automatic Account Grouping

      If the system identifies other notices in the database that feature exactly the same name and mailing address, it will regard these notices as being different properties belonging to the same individual or company and as such will automatically group ...

    • Notices

      This page will display all notices issued to any accounts associated with this profile with a delivery method set to Email. The details of the listed notices are taken from the details shown on the notice Notices Page Advanced Search Options Opening ...

    • User List

      The User List gives an overview of all users to the system, including end users, agents, and staff logins (Client Admin/Client Service). Searching for Users Enter email, first or last name - this searches the User profile information. Note this does ...