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Scheduled Payments (Enrolment)

The Scheduled Payments section in an enrolment allows you to view and track payments scheduled to providers for services related to that enrolment.

View Scheduled Payments for a Single Enrolment

Permissions Required
  • Enrolments > View Enrolments

  • Finances > Schedule Payments > View Schedule Payments

  1. Go to the Scheduled Payments tab of the Enrolment of interest.

  2. You will see the scheduled payments on the data grid.

    image-20250318-035525.png

    The grid includes the following features:

    1. Group by Column: This feature allows you to group schedule payment items by different fields. By default, items are grouped by Schedule ID, but you can customise the grouping by selecting another field. Learn more about grid grouping here.

    2. Expand All: Click to expand all the payments and see the payment details.

    3. Collapse All: Click to collapse all the payments.

    4. Refresh Grid Data: Refresh the current data grid with the latest values.

    5. Column Chooser: Customise columns in the grid. Learn more about Customizing the Grids here.

    6. Reset View: Reset the grid configuration to the default.

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