The C-Series system must contain a record for a debtor before you can create a payment plan for that debtor.
To create a payment plan please follow these steps:
- Select the relevant debtor to which you are creating the payment plan.
- In the 'Payment Plans' section, click ‘Payment Plans’.
- At the bottom of the page, click ‘Add’.
- Enter initial details of the payment plan, and then click ‘Next’.
Please Note: If you are creating an Ad-hoc payment plan, go to step 7; otherwise, continue to the next step.
- Enter the 'type' and 'pattern' of the payment plan schedule, and then click ‘Next’.
- Enter details of the range of recurrence and amounts to be paid, and then click ‘Next’.
- Check that the details of the plan are correct, and then click ‘Finish’.