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 .