Editing a SPA payment

Menu 5.1

Use this option to edit a scheduled or single payment, including the payment amount, payment source, fee amount, and payment due date.

When changing a scheduled payment, your agency may require that you receive customer authorization for the changes. This is especially true for those payments that your agency will automatically charge to a credit or debit card.

To edit a SPA payment:

1. Open an account in the Collector screen.
2. At the CMD prompt, type SPA, and press Enter.
3. If editing a single payment, type V to toggle to the Single Payments area of the Scheduled Payment Arrangement screen, and press Enter.

4. In the CMD prompt, do one of the following, and press Enter.

   • Type the line number of the payment to edit.
   • Type U, and press Enter.
     • At the Enter line number to be updated (n-n) prompt, type the line number, and press Enter.

   The commands listed in the CMD prompt vary depending on if packet members are included in the SPA or if you are in the Single Payments area of the Scheduled Payment Arrangement screen. For a list descriptions for the commands on this screen, see Scheduled Payment Arrangements (SPAs).

5. Type the line number of the payment to update, and press Enter.
6. In the Update a Scheduled Payment window, do one or all of the following:
   • In the Payment Source field, do one of the following, and press Enter:
     • If you know the payment source, type it.

     • Do one of the following:

       Add a new payment source

       See SPA payment sources.

       Use an existing payment source

       Select from one of the listed payment sources, and press Enter or click Ok.

       Not specify a payment source

       To enter the payment source when the customer makes a payment, select <No payment source>, and press Enter or click Ok.

       Use this option if a customer will use multiple payments sources through the duration of the scheduled payment arrangement. For example, one month the customer may pay by check and another month they may use a credit card.

   • In the Payment Amount field, update the payment amount, and press Enter.
   • In the Due Date field, edit the date the payment is due, and press Enter.
   • If state fees are enabled, in the Fee Amount field, update the fee amount, and press Enter.
7. At the CMD prompt, type #, and press Enter.
8. When making edits to scheduled payments for a PIF SPA, The Collector System may display a message about how the changes to the scheduled payment impact the schedule. Press Enter or click OK.