Managing Policy Installments

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This section allows you to define the agreed payment terms with the client. To enable you to:

  • Track the agreed payment schedules
  • Invoice for pending installments
  • Get a comprehensive statement of all the payable installments

Within the “Policy Details” page:

  1. Click on the “Actions” button on the top right hand corner of the page. Select “Installment Schedule” from the dropdown list.
  2. This action will reveal the “Installments Schedule” page, where you will be able to generate the installments schedule.
  3. Click on the “Save” button