1: Click the billing tab - the billing tab contains 2 panes, one showing a list of debts from claims and the other showing the due and paid bills.

2: Click Create Payment Schedule - the Payment Schedule will pop-out.

1: Select Take Card Payment from the drop-down list.

2: Click Select Card - the Card Details window will pop out.

1: Enter the 1st Payment Amount and date. NOTE If this payment date is set for today, the payment will be taken when the Create button is pressed.

2: Enter the Regular Payment amounts, frequencies and start date.

3: Click Create - you will be returned to the Billing tab.

1: As payments are taken, the Debt list will adjust accordingly, as will the Owed By Client and Received From Client fields in the Offer & Billing tab.

For multiple debts, the collected funds will be recorded as paid to the first listed debt first then second etc.

2: This is the Scheduled Payments list. Paid items are displayed in green, future payments in black and part or whole overdue payments in red.

1: The ToDo list shows all the scheduled payments which will run on the due date.

NOTE:

i) These Actions cannot be deleted or edited. In order to adjust/delete the schedule, click the Delete or Adjust buttons in the lower half of the Billing tab.

ii) If a part payment has already been made manually against a scheduled payment, the system will only collect the remaining amount when the action for that entry is run.

2: The History list displays single or scheduled payments attempts and their details.

Introduced in version number 2015.8.7.1847 - 12/08/2015