Reporting and Accounting for Direct Debit Payments
There are two ways of reporting Direct Debit payments in SchemeServe; on an individual case basis and for the entire Scheme.
Reporting on a Case Basis
- Login to Scheme Serve
- Click the Cases Tab
- Find the Case
- Click the Case Link
- Click the Money Tab
Transactions will be listed in the transactions box - if applicable. If there are no transactions on the Case the box will show "No transactions were found for this case" instead.
Reporting on an Entire Scheme
You can run a Ledger Credits and a Ledger Debits report. This is covered in the Accounting with SchemeServe section of this help guide.