Payment cycle creation

You can create payment cycles in order to custimize and manage periods for benefit consuption payments.

 

Creating new payment plan

When you enter Payments → Payment cycles click on green '+' button in bottom right corner.

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You will be redirected to new view with payment cycle creation form.

  1. Code - name of payment cycle

  2. Start date - beginning of payment cycle

  3. End Date - end of payment cycle

  4. Payment cycle status - initial status of cycle

    1. Pending - awaiting approval

    2. Active - cycle will be taken into the account when creating payments

    3. Suspended - not active

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After filling all fields new task will be created (look ), when task will be resolved then Payment cycle will be visible in the main view and will be ready to use.

Did you encounter a problem or do you have a suggestion?

Please contact our Service Desk



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