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

  1. Login to Scheme Serve
  2. Click the Cases Tab
  3. Find the Case
  4. Click the Case Link
  5. 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 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

Auditing Changes to Cases including Direct Debit Schedules

Allowing Payments by Invoice

Monthly Instalment Calculations