Manage Instalments

To create an instalment plan:

1. Select the required fees in the Fees grid, and then click the Add Instalment button on the ribbon.

   

   The Instalments tab is displayed.

   

2. Enter the required details in the Instalment Details section.

The fields in the Instalment Details section are described in the following table.

This field	Holds this information...
Number of payments	The number of instalments to make for the total fee.
Frequency of payments	How often to make an instalment. Select from the drop-down list.
First date of payments	The date when the instalments are to begin. Defaults to the current system date. To change the date, click the Calendar button to display the calendar, where you can select the required date.

3. Click Save.

   The instalment plan is added.

   

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You can amend the due date and the amount of an instalment.

To amend instalment details:

1. In the Instalment Details section, do the following for the appropriate instalment:
   1. In the Due Date field, enter the required date or click the Calendar button to display the calendar and select a date.
   2. Update the instalment amount if required.

   

2. Click the Recast Instalment button on the Payments ribbon.

   

   The remaining instalments are adjusted accordingly.

   

3. Click the Save button to confirm the changes.

   The instalment details are updated.

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To create a receipt for an instalment:

1. Click in the (select) column for the required instalments, to turn the N to Y.

   

2. Click the Pay Selected button on the Payments ribbon.

   

3. Enter the required details in the following:

   Receipt Details section

   Enrolments Receipt window

4. Click Save.

   The receipt record is created.

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To delete an instalment plan:

1. Click in the (select) column for the required instalment plan, to turn the N to Y.

   Note: You need to select only one instalment to delete the instalment plan.

   

2. Click the Delete Instalment button on the Payments ribbon.

   

   The following message is displayed.

   

3. Click OK to confirm deletion of the instalment plan.

   The instalment plan record is deleted.

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