FAQ Number : T17                                       Latest Update: 10/07/08

To set a trip up to allow instalment payments, and to be able to run reports of who is not up to date with instalments, go to Accounts Maintenance and select the trip.

At the bottom of the screen is a box marked Percentage Due Now. This defaults to 100 - meaning that 100% of the overall amount that needs to be paid for the trip is due now, and if you were to run a debtor report it would expect 100% to have been paid.

If you accept instalments however, you can change this figure at key points when instalments become due.  Example:

Ski Trip costs £1500

Deposit = £150  (10%)

Instalment 1 = £250 (another 17% giving 27% so far)

Instalment 2 = £250 (another 17% giving 43% so far)

Instalment 3 = £250 (another 17% giving 60% so far)

Instalment 4 = £250 (another 17% giving 77% so far)

Instalment 3 = £250 (another 17% giving 94% so far)

Final = £100  (giving 100%)

Therefore, as each stage is reached the Percentage Due Now figure can be increased to the 'so far' figure.

This can be used for the Individual - Amount Owing reports (on the Screen Enquiries - Financial reports screen), and Debtor letters (on Screen Enquiries - Reports by Account)