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Set up an instalment plan for a term's fees

An instalment plan splits each family's invoice for a term into up to six parts, each due by its own date. The debtors list then shows what's due now as well as the total owed.

Steps

You need finance access.

  1. Open Finance & fees, then the Fees tab, then Setup.
  2. Choose the term, then find the Instalment plan card.
  3. Select Add a part for each instalment, and give each a name, a due date and a percentage.
  4. Check the parts add up to 100%, then select Save plan.