Assigning a name to installments in an installment plan

19 Aug, 2024 Financial Management 0 Comments 0

This guide will explain how you can Assign names to the installments in an installment plan, first you will need to go to Configuration→ Settings→ Installments:

Once here you will have to enable the option "Enable management and setting of installment name" which precisely allows you to assign the Name to the various installments:

Once this option is enabled, it will be possible to name both the installments that are part of the standard Installment Plans entered in Configuration→ Settings→ Installments and the installments that are directly linked to Courses or Goods/Services (for guidance on their configuration click here).

Once configured you must proceed to create an order from the "Student Enrollment" section:

Once you have selected the Student you are enrolling and the Course or Good/Service you are purchasing you will be able to proceed to select the installment that is to be applied to the order:

Once the installment is selected, it will be possible to enter for each installment the name of it via the "Installment Name" field provided in the order installment summary:

By then proceeding to create the order and accessing "Manage Installments and Payments," it will be possible to view the installments with the names that have been assigned to them:

The names entered will be visible both in the various sections of the management system (e.g. , Income/Expenditures, Student Fees) and in the Reports where order accruals are reported and in the contracts that will be generated from those orders

Tags: edit installment name, installment name, installment names, installments

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