1: Click the search button from the Menu - the search window will open.

1: If required, enter some search criteria.

2: Double click the required client - the Client window will open..

1: Click the Payment Plan tab - the Payment Plan will be displayed.

2: If it exists, the current saved Payment Plan is visible.

3: Click the adjust Payment Plan button to open the Payment Schedule Details window.

1: Select which balance to create a Schedule for from the drop down list.

2: Choose the frequency, amounts and start date of the new schedule.

3: These fields are adjusted automatically based on the information you've entered.

4: Click Adjust to create the new schedule - the window will close and the schedule will be visible in the bottom of the schedule window in place of the old one.

Note: Payments made in the old schedule, cannot be removed and the new schedule will not create entries for the amounts paid, unless they are first removed as in the step below.

1: Click on the Scheduled payment which requires deletion.

2: Click the Delete button to delete the payment.

3: If deleted in error, click the Undelete button.

Note: If you remove a Payment which has an Actual payment, that paid amount will be removed from the total.