Installments are generated when a policy is activated, from its payment plan: single payment, or 2, 3, 4, 6 or 12 equal installments (rounding piasters go on the first).
- 1Open “Installments & finance” and filter by status: pending, overdue, partial, paid.
- 2Click “Record payment”, enter the amount and date (no future dates, no more than the remaining amount).
The daily job notifies owners, managers and accountants about installments due within 3 days or overdue.