Difference between revisions of "Auditing Changes to Cases including Direct Debit Schedules"

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(See Also:)
(See Also:)
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[[Managing Direct Debit Schedules]]
 
[[Managing Direct Debit Schedules]]
 
[[Auditing Changes to Cases including Direct Debit Schedules]]
 
  
 
[[Allowing Payments by Invoice]]
 
[[Allowing Payments by Invoice]]

Revision as of 07:16, 16 November 2012

Auditing changes to individual cases including payment terms is done via the individual Case.


Auditing Changes to Cases

  1. Log in to SchemeServe
  2. Click on the Cases Tab
  3. Find the Case
  4. Click the View Button
  5. Click the Activity Tab

All amendments on an account are recorded on this screen including payment changes, documents generated, quotations processed, etc.


Video Tutorial


See Also:

Taking Card Payments

Enabling Direct Debit

Managing Direct Debit Schedules

Allowing Payments by Invoice