Using a payment scheme

After creating a payment scheme, you can assign it to a selected group.

When creating a new group, select a previously created scheme in the “Payment schedule” field. Based on this scheme, the system will automatically generate a set of payments for the participants of that group.

After applying a payment scheme to a group, a detailed payment schedule will be generated automatically, including due dates and amounts for each participant. The generated schedule can be easily viewed in the group’s dedicated tab.

Once a payment scheme has been applied to a group, its details can no longer be edited. Only the dates and amounts in the payment schedule can be modified.

After making changes to the schedule, the following options are available:

• Save – the new schedule will be saved and applied to all new participants added to the group.
• Save and update – the new schedule will be saved, and all existing participant transactions will be regenerated according to the updated payment plan.

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