Adding an Instalment

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Instalments can be added directly to services or to assets, liabilities or policies, which themselves roll up to services. 

To add an instalment from a client context: 

  1. Navigate to a client  .
  2. Click on the Instalments tab   in the vertical nav.
  3. Click on the  icon to add an instalment.
  4. Complete the relevant details of the instalment. 
  5. Click Save.

To add an instalment from an advice service context:

  1. Navigate directly to an advice service   for the client. 
  2. Click on the Instalments  tab in the vertical nav.
  3. Click the  icon to add an instalment.
  4. Complete the relevant details of the instalment. 
  5. Click Save.

To add an instalment from an asset context:

  1. Navigate directly to an asset for the client. 
  2. Click on the Assets & Liabilities  tab in the vertical nav.
  3. Click on the asset name.
  4. Click on the Instalments   tab in the vertical tab
  5. Click the  icon to add an instalment.
  6. Complete the relevant details of the instalment. 
  7. Click Save.

 

 

 

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