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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 > Schedule Payments (Agents) > View Scheduled Payments (Agents)

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

  2. You will see the scheduled payments on the data grid. Through Group by Column option, users can 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.
    For details about available buttons, refer to this article: Data Grids | Single Grid Composition.

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Create Scheduled Payments for Enrolments

Please refer to the following article for further details: Create Schedule Payments (Agent Commission)

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