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Applying payment plan process adjustments
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:
- Select Modules > Debtors > Debtor Maintenance from the main menu.
The Set Debtor Search Criteria window is displayed. - Click the Instalments tab. See Debtor Maintenance - Instalments tab in the Debtors manual.
The Instalments tab of Debtor Maintenance is displayed. - Click
The Process Instalment Adjustment window is displayed. . - Select an Action to Apply to Selected Records option. You can:
• reverse instalments
• charge remaining instalments
• charge the next instalment amount. - Select the Process field for the instalment plan to be adjusted.
- Click
The Create Debtor Instalment Adjustments window is displayed. . - Click
The Confirm window is displayed. . - Click
The Information window is displayed. . - Click .
, multiple selections available,
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