- Navigate to Settings > Finance
- Open Fee Schedule by selecting Fee > Fee Schedule.
- Click on the + button to add a new schedule.
- Provide a Schedule Name. eg. Monthly, Quarterly, Half Yearly or Annual etc.
- Select and map the relevant Classes.
- Click the + button under the Instalments section and specify the number of instalments required.
- Enter details for each instalment, including:
- Instalment Name
- Start Due Date
- End Due Date
- Pro-Rata installment dates – In case you have enabled pro-rata settings, it will show following instalment dates to enter. If it is not enabled then you can proceed to save.
- Instalment Start Date
- Instalment End Date
- Click Save to finalize the instalment schedule.
Video Tutorial :
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