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

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Latest revision as of 08:20, 1 February 2017


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

Taking a Card Payment on a Case

Recording a Cheque Payment on a Case

Recording a Bank Payment on a Case

Enabling Direct Debit

Managing Direct Debit Schedules

Allowing Payments by Invoice

Reporting and Accounting for Direct Debit Payments

Monthly Instalment Calculations