- Navigate to Settings > Fee > Finance
- Open Fee Schedule
- Click the + button to add a new schedule.
- Enter a Schedule Name, such as Quarterly Fees.
- Select and map the relevant Classes.
- Click the + button under the Instalments section and specify the number of instalments needed for quarterly payments (e.g., 4 instalments).
- Provide 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 without these installments.
- Instalment Start Date
- Instalment End Date
- Click Save to finalize the setup.
Video Tutorial :
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