How to enable the part payment Billing module
A reminder schedule can be created to run a reminder action on the payment dates and payments will be recorded against this plan.
Open the Users window
1: Click Admin in the Menu.
2: Select Users --> Users from the drop-down window - the Users window will open.
Open the User's set-up window
1: Select the required User for edit.
2: Click Edit - the User's edit window will open.
Change the permission
1: Click on the Permissions tab - the Permissions window will show.
2: Expand the Debt Management section.
3: Tick the Client Details Billing Tab check-box.
4: Click Ok to save the setting and close the window.
Enable Billing Schedules
Open the Config window
1: Click Admin from the menu.
2: Select Config from the drop-down menu - the Config window will open.
Enable Billing Schedules
1: Open the General tab.
2: Tick the Use Client Billing Schedule check-box. NOTE: Once this is enabled, payments can only be recorded in the billing tab and not entered directly into the 'Recieved from Client' field in the Offer & Billing section of the Claim Details window.
Set the reminder Action
1: Click on the Payment Plan tab.
2: Click the button to open the select Action pop-out window.
3: Click OK to save the setting and close the window.
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