The payment section groups together all the payment due dates for the various files.
Each line represents a payment due date, so a file may contain several lines.
Each line contains the following information:
- The amount: You can access the payment schedule for the file by clicking on the small magnifying glass next to the amount.
- The due date
- Status: This indicates whether the due date is payable, already paid or unpaid.
- Payment method: This information will be updated automatically once the payment has been entered for the file concerned.
- Transfer to your account
- File reference: A reference followed by a hashtag, giving direct access to the selected file.
- The customer
By using these functions, you can efficiently manage the payment deadlines for your files and track the status of your financial transactions in an organised way.
If you have an account with several institutions, you can select the desired institution in the top right-hand corner.