Please ask your administration to 7.6.6 Set up Flexible Payment Plans (FPP) before using this feature (Version 2.81 and up).
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- Create your media campaign and
- add the campaign line items you would like to sell and set the checkbox: "Invoice at end of runtime" or "Invoice at start of runtime".
- Save your campaign items.
- You will find the newly created flexible payment plan record in the related list of each campaign item.
- If your Campaign Item runtime changes, then the associated flexible payment plan will update automatically.
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Invoice at start of runtime available from Version 2.115 and up. If you do not see the field in your Campaign Item layout, please contact your Admin. If you started from an older version, you may also need to create the Flexible Payment Plan Creation Type picklist value manually. Read here for more information. |
3. Advance or Prepayment
Version 2.99 and up prevents automatic creation of FFP in case of PrePayment. Technically you will have to have the following setting:
- Create FlexiblePaymentPlan Automatically checked in the AdminSettings AND
- Media Campaign with the following Payment Settings:
- Payment Due Date = "due at beginning of interval"
- Payment Interval = "total account (one Invoice)"
- Payment Start = "before / during Billingperiod"
Then the system will automatically skip the FPP creation for all Campaign Items of the MediaCampaign (even if CI checkbox "Invoice at end of runtime" or "Invoice at start of runtime" is checked)