Creating payment plans using automatic tuition

To create payment plans using automatic tuition:

1. Open the Automatic Tuition window. See Automatic tuition.

   

2. Populate the following Selections area fields:
   • Process as at Date
   • Date to Appear on Transactions
   • Period Number (Term)
   • From Year Level
   • To Year Level.

     Tip: You can test your settings by running the program with the Is this a What If run? field selected. Until this field is deselected the Posting Details area will not be active and Automatic tuition will not process live.

3. Deselect the Is this a What If run when you are ready to process automatic tuition live.

   The Posting Details area becomes editable.

4. Populate the following Posting Details area fields:
   • Posting date
   • Description.
5. Click .

   The Instalments tab is updated with an incomplete instalment plan. See Debtor Maintenance - Instalments tab in the Debtors manual.

Last modified: 6/09/2016 4:59:06 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.