Applying payment plan process adjustments

You can apply process adjustments to either:

• reverse an instalment
• charge all remaining instalments
• charge the next instalment.

To apply payment plan process adjustments:

1. Select Modules > Debtors > Debtor Maintenance from the main menu.

   The Set Debtor Search Criteria window is displayed.

2. Click the Instalments tab. See Debtor Maintenance - Instalments tab in the Debtors manual.

   The Instalments tab of Debtor Maintenance is displayed.

   

3. Click .

   The Process Instalment Adjustment window is displayed.

   

4. Select an Action to Apply to Selected Records option. You can:
   • reverse instalments
   • charge remaining instalments
   • charge the next instalment amount.
5. Select the Process field for the instalment plan to be adjusted.
6. Click .

   The Create Debtor Instalment Adjustments window is displayed.

   

7. Click .

   The Confirm window is displayed.

   

8. Click .

   The Information window is displayed.

   

9. Click .

Last modified: 6/09/2016 5:08:37 PM

© 2017 Synergetic Management Systems. Published 20 July 2017.