Difference between revisions of "Reporting and Accounting for Direct Debit Payments"
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Latest revision as of 13:20, 1 February 2017
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.
Video Tutorial
See Also:
Taking a Card Payment on a Case
Recording a Cheque Payment on a Case
Recording a Bank Payment on a Case
Managing Direct Debit Schedules
