1: Click Search 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 window will open.

2: Click the scheduled payment to which an actual payment is to be made.

3: Click the Payments button - the Payments Details window will open.

1: Click New - a new line will be created, with the default payment amount equivalent to that of the expected amount in the Payment Schedule. --- Click here to learn how to change it.

2: If required, click on the amount to edit the Payment amount.

3: If required, click on the Method to select a different Payment type.

4: If required, click on the date to edit the date the payment was made.

Note: More than one payment can be added to a single scheduled Payment.

5: Click Close to save the Payments and close the Payments Details window.

1: The actual payments are now visible in the scheduled payment line.

2: Click OK to save the data and close the Client window.