How to Create a payment schedule for a Debt Management Client
NOTE: The correct part of the Debt Management System must be authorised for each user first. Click here for instruction.
Open the Search window
1: Click Search from the Menu- the Search window will open.
Select the Client
1: If required enter some search criteria or press enter for all.
2: Double click the required Client.
Open the Adjust Payment Scheduler window
1: Click the Payment Plan tab - the Payment plan tab will open.
2: Click the Adjust Payment Schedule Button - the Payment Schedule Details window will open.
Create the Payment Schedule
1: Select which balance to create a Schedule for from the drop down list.
2: Choose the frequency, amounts and start date of the schedule.
3: These fields are adjusted automatically based on the information you've entered.
4: Click Adjust to create the schedule - the window will close and the schedule will be visible in the bottom of the schedule window.
Save the Payment Schedule
1: Click OK to save the schedule and close the client window.
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