1: Click Search from the Menu- the Search window will open.

1: If required enter some search criteria or press enter for all.

2: Double click the required Client.

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.

1: Select which balance to base the Schedule on 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. A To-Do item will be created for each due payment in the client ToDo list and an entry will be added to the Payments window.

1: Click OK to save the schedule and close the client window.