💰Scheduled Payment
In this section you will learn how to submit a New Scheduled Payment
Filling out a scheduled payment is one of the easiest things in the world. Like with all other cases, we start with the Payment Tool.
However, it’s essential to clarify one point: in the Direct Close tutorial, we used a Split Payment example for demonstration purposes—Peter Parker paid $2,000 out of a $4,000 ticket. Now that he has the funds, we want to register that the remaining payment has been made. Starting with that example in mind, let’s begin.
Llenar un pago programado es de las cosas más fáciles del mundo. Como en todos los casos, comenzamos con la herramienta de pagos.
Sin embargo, es importante aclarar un punto: en el tutorial de cierre directo usamos un ejemplo de pago dividido —Peter Parker pagó $2,000 de un ticket de $4,000. Ahora que ya tiene los fondos, queremos registrar que se ha completado el pago restante. Partiendo de ese ejemplo, ¡comencemos!
1. Filling out the Payment Tool
When you want to register a 💰 Scheduled Payment ("from the first payment ID")
Let’s begin by selecting the correct options in the Payment Tool so we can generate the Master Form link.
Empecemos seleccionando las opciones correctas en la herramienta de pagos para poder generar el enlace del Master Form.
When you want to register a 💰 Scheduled Payment ("with no payment ID associated")
In rare cases—most often during the migration to the iDealOps system—you may need to record a scheduled payment for someone without a Payment ID, because the first payment didn't occur inside our system. In these situations, you must choose Scheduled Payment in the Payment Type but on the Payment ID choose the option of: "I don't have a Payment ID (rare exception)"
En raras ocasiones —principalmente durante la migración al sistema iDealOps— puede que necesites registrar un Scheduled Payment para alguien sin un Payment ID, porque el primer pago no ocurrió dentro de nuestro sistema. En estas situaciones, debes seleccionar Scheduled Payment en el campo Payment Type, pero en el campo Payment ID elige la opción: "I don't have a Payment ID (rare exception)".
2. Filling out the Master Form
When registering a 💰 Scheduled Payment ("from the first payment ID")
Now that we’ve filled out the Payment tool correctly, let's finish issuing the Scheduled Payment.
Ahora que ya hemos completado la Payment Tool correctamente, terminemos de rellenar el Master Form.
When registering a 💰 Scheduled Payment ("with no payment ID associated")
In these special cases, the form is completed exactly as if it were a 🤝 New “Direct” Close. In fact, by clicking on the link the Payment Tool generates, the Master Form selects that option by default, so DON'T CHANGE IT.
The only details that require extra attention are the “Payment Type” and “Payment Deal” questions.
Once again, these are filled in automatically when you select the correct options in the “Payment Tool”, but it doesn’t hurt to double-check that the options “One-time” and “Scheduled” are properly selected.
Now that you know to pay special attention to those details, simply complete the “Master Form” the same way you would for a 🤝 New “Direct” Close. Refer to the “2. Filling out the Master Form” section on this page for a complete tutorial on how to fill it properly:
🤝New "Direct" CloseEn estos casos, el formulario se completa exactamente como si fuera un 🤝 New “Direct” Close.
De hecho, al hacer click en el enlace generado por la "Payment Tool", el “Master Form” selecciona esa opción por defecto, así que NO LA CAMBIES.
Los únicos detalles a los que debes prestar especial atención son las preguntas de “Payment Type” y “Payment Deal”. Estas se rellenan de forma automática al seleccionar las opciones correctas en la “Payment Tool”, pero no está de más verificar que las opciones “One-time” y “Scheduled” estén seleccionadas.
Ahora que sabes a qué detalles prestar especial atención, simplemente completa el “Master Form” de la misma manera que lo harías para un 🤝 New “Direct” Close. Para un tutorial completo, consulta la sección “2. Filling out the Master Form” en esta página.
🤝New "Direct" CloseLast updated