Auditing Changes to Cases including Direct Debit Schedules

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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