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Once you’ve opened the transaction, you must open the DISBURSEMENT tab.

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If there are unpaid bills that you wish to apply, click on the “Plus” to charge “Overdue bills”. A new window will open which will allow you to choose the amount to be charged.

  • Option 1: Amount to apply to all bills (the amount will be applied to the older bills) I DONT UNDERSTAND HOLLEY

  • option 2: Make a manual selection of an overdue bill

  • You must “SAVE” before closing the window

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If you want to keep an amount to pay futur bills, click on the “Plus” to create an “Open Credit”. A new tab will open and you must apply a positive amount in the required field.

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To make a payment (if there is an amount to pay the agent) click on the “plus” and a new window will open. You must complete the following fields: amount of the payment + benificiary + date + payment mothod (you can modify if needed, depending on your choice use the drop down menu to select your option )+ cheque number.