Payment Plan Layout
In Sheets, double-click on a Payment Plan.
The layout of printed Payment Plan terms (Sign and Print Payment Plan) can be customized by setting up a sheet with a PaymentPlan type. If enabled, the same custom sheet is used for all printed payment plans.
Enable the preference in Account Module Preferences.
In the Main Menu, click Setup, Account, Misc Account tab. Check the option Pay Plans use Sheets.
The custom payment plan sheet listed first alphabetically will be used. For example, if two custom payment plans named Plan A and Plan B exist, Plan A will be used because it comes first alphabetically. If there is no custom payment plan, the internal sheet will be used.
Uncheck the preference to use the classic payment plan layout instead.
Copy a sheet or create a new one.
Change the sheet as needed.