Purpose of the Manage Schedule Payments Screen:
This screen is used to create and manage scheduled payments.
What you see in the Manage Schedule Payments Screen:
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Project $ amount: field contains total sale amount.
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Total Schedule Payments: field contains total schedule payments amount.
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Balance - MUST BE 0! field contains the difference between field (3) and field (4).
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New Schedule Payment button creates a new scheduled payment.
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Edit Schedule Payment button edits the selected payment.
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Delete Schedule Payment deletes selected scheduled payment.
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View Payment button allows to preview the payment attached to the scheduled payment.
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Close Form button closes the form.
How to use the Manage Schedule Payments Screen:
Add new scheduled payments, if necessary.
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Click on New Schedule Payment.
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Fill the Amount, Should be paid upon, Expected to be paid at and notes fields.
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Edit existing scheduled payments.
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Select the required scheduled payment from Schedule Payments list (2).
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Click on Edit Schedule Payment (7).
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Edit the necessary fields.
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Click on Save to save the changes.
NOTE: total Schedule Payments has to match the Project $ amount to continue.
