Recording a Bank Payment on a Case

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SchemeServe makes it simple to add the record of a bank payment to a case.

Recording a Bank Payment

  1. Login to Scheme Serve
  2. Click the Cases Tab
  3. Find the Case
  4. Click the Case Link
  5. Click the Money Tab
  6. Click the Record Bank Payment Link
  7. Enter the details in the fields provided
  8. Click the Submit Button to Submit the Details

These details will now appear in the transaction history on the account.

Video Tutorial

See Also:

Taking Card Payments

Taking a Card Payment on a Case

Recording a Cheque Payment on a Case

Enabling Direct Debit

Managing Direct Debit Schedules

Auditing Changes to Cases including Direct Debit Schedules

Allowing Payments by Invoice

Reporting and Accounting for Direct Debit Payments

Monthly Instalment Calculations