How to Schedule Self Finance Payments/Change Due dates

1. On the Policy page, go to the Payments tab 

2. Hover over the bullets icon  > Click” Schedule All Finance Payments” (Be sure to verify the   

    Finance Program is the Self Finance Company you are using) 

3. Click OK to schedule all payments. 

A. How to Change Individual Payment Dates- You can update payment dates individually, or all can

    be changed to a specific date. To update an individual payment, follow these steps; 

i. Under the Payments tab, Click the Pencil icon next to the payment you wish to edit 

ii. Next to Payment Date, open the Calendar Popup and select the desired date 

iii. Click Save 

B. Updating ALL future payment dates- If a customer needs ALL future payment dates to be changed to a specific day of the month, (ex. Change from the 10th to the 15th) you will need to remove ALL unprocessed payments and then reschedule them for that date. To reschedule ALL future payment dates, follow these steps; 

i. Under the Finance tab, open the pop-up calendar located next to the “First Pmt Date” field 

ii. Select the due date you wish to change to (the NEW payment date) 

iii. Click on the Payments tab and hover of the bullets icon  

iv. Select Remove UnProcessed Payments > Click OK to confirm 

v. Once the UnProcessed payments have been removed, hover over the bullets icon again and select

    Schedule All Finance Payments > Click OK to confirm 

vi. The system default will automatically schedule all future payments to process every month on the

     same day you just selected for the first payment date. Double check the payment date shown is the

     same as the NEW payment date