To create payment plans using automatic tuition:
- Open the Automatic Tuition window. See Automatic tuition.
- 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.
- Deselect the Is this a What If run when you are ready to process automatic tuition live.
The Posting Details area becomes editable.
- Populate the following Posting Details area fields:
- Posting date
- Description.
- Click
.
The Instalments tab is updated with an incomplete instalment plan. See Debtor Maintenance - Instalments tab in the Debtors manual.