Edit Instalment Plan

Note: Editing an instalment plan will not impact the enrolments that are already linked to it before editing.

Please follow the below steps to edit the instalment plan:

  • Select the edit icon under the actions column, Instalment plan entry screen will open.
  • You can edit all the fields, turn on/off all tick boxes and make multiple selections from the dropdowns available on the Instalment plan entry screen.
  • After making changes as per your requirement you need to select the next button to edit it further.
  • Instalments can be edited one by one by selecting the edit icon against each instalment.
  • Once you click on the edit icon against the first enrolment, the system will head you to the instalment plan step 2 screen where you can make changes to all the available fields as per your requirement. For example – if you want to add material in specific instalments then you can select it from the additional fees dropdown, after editing the instalment select the update button to save the changes.
  • In this way, you can edit all the instalments as per your requirements and select the finish button to save all the changes.

 

If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au