Navigate to the Schedule Payments tab:
Click the
button at the top taskbar -> Schedule Payments tab
Purpose of the Schedule Payments tab:
Schedule Payments tab is used to manage the project scheduled payments.
What you see in the Schedule Payments tab:
-
Selected project information.
-
View Payment button allows you to see the selected payment's scan.
-
-
Manage Schedule Payments button opens the Manage Schedule Payments screen.
-
Print Sched. Pymnts button prints the schedule payments details.
-
-
Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
-
Customers button opens the customer list screen.
-
Project's Activities opens the Production Control screen.
-
-
Recordings button opens the recordings list of the current project.
-
Lead Properties opens the lead properties screen.
-
Close button closes the menu.
-
H opens the lead history screen.
-
SMS buttons opens the send SMS screen.
How to use the Schedule Payments tab:
-
Add / edit / delete scheduled payments.
-
Click on Manage Schedule Payments (4).
-
-
-
Click on the required payment in schedule Payments list.
-
Click on View Payment. (2)
