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        <title>Creating A Payment Schedule</title>
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        <description>Creating A Payment Schedule

From the Mandate Detail View, of the Mandate that you want to attach the schedule to, click the “CREATE PAYMENT SCHEDULE” Button.






You will be taken to the “Setup new scheduled payment” screen.

Use the dropdown list to select the type of Schedule that you want to create.</description>
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        <title>Detail View</title>
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        <description>Detail View

The detail view is made up of the record&#039;s , ,  and the  of associated records.

Details Tab

Ongoing Schedule



Payment Plan






Actions

Available actions, subject to permissions, are: 
 Action                   Description  “EDIT</description>
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        <title>Editing A Payment Schedule</title>
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        <description>Editing A Payment Schedule

The steps to edit a Payment schedule will depend on the type of Schedule what you are editing.



Follow the steps for Ongoing Schedules.

Follow the steps for Payment Plans.

Follow the steps for Future Payments.





Ongoing Schedules

Step 1



From the Payment schedule that you want to change click the</description>
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        <title>List View</title>
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        <description>List View

Clicking on the “Scheduled Direct Debits” item, on the left-hand menu, will bring you to the list view and you will be shown a screen like the one below: 






Actions

Available actions, subject to permissions, are: 
 Action</description>
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