Payments funcionality is created to manage existing and create new payment plans and bills. Users can create and control payment plans, payment cycles, bills, payment points and payrolls.
To set up new payments and create bills user have to do the following.
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Go to Payments → payment plan tab
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Click “+” button placed in right bottom of the page
Fill mandatory fields (marked with * )
name - name of payment plan
calculation rule - dropdown containing calculation rules for payment plans
benefit plan - dropdown to select one benefit plan for which payment plan is created
periodicity - number of months of how payment plan will last
valid from - date from which payment plan will be valid
Additionally user can fill fixed batch value (sum of payments value in payment plan) and payment limit per single transaction (if this limit will be exceeded then new task will be created automatically)
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Additionally user can set up additional advanced criteria to set conditions for which beneficiares bills should be created
field - field on which search criteria is applied
filter - is value exact, greated or less than set amount
value - can be true or false
amount - value refering to filter
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Create new payment cycle
Go to Payments → payment cycles tab
Create new payement cycle on top of the page
Dates must match with those which were set up for payment cycle, otherwise bills wont be created)
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Under Payments → Bills
Proper bills should be created
For bills that would exceed payment per transaction limit task should be created
Bills should be created only for beneficiaries that matches set up criteria
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