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            Applying payment plan process adjustments

            Modified on Sun, 19 Apr at 11:59 PM

            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 .


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