How to configure/define Quarterly fee installments?

  1. Navigate to Settings > Fee > Finance
  2. Open Fee Schedule
    • Click the + button to add a new schedule.
  3. Enter a Schedule Name, such as Quarterly Fees.
  4. Select and map the relevant Classes.
  5. Click the + button under the Instalments section and specify the number of instalments needed for quarterly payments (e.g., 4 instalments).
  6. Provide details for each instalment, including:
    • Instalment Name
    • Start Due Date
    • End Due Date
  7. 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 without these installments.
    • Instalment Start Date
    • Instalment End Date
  8. Click Save to finalize the setup.

Video Tutorial :

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