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.