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This process will add ALL Approved instalments with the same Destination (Payee) into an existing batch or create a new batch for this grant.

If you have Approved instalments that you do not want to pay at this time, change the status to Pending.

1.Right click in the Pending and Approved window and select Process Scheduled Payment

2.Select No to create a new batch or Yes to add to an existing batch

The Payment Details form will open with the relevant information. One form will be created for each Payee entered on the Payment Schedule.

3.Click OK on the Payment Details form

A soft credit will appear for the contact(s) who the grant is for.

If the grant applicant is a parent and has a spouse they will also have a soft credit. This can be removed by a right click if required.

The Grant instalments will be updated with the next due date, contribution, balance