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 .