How to set the Action for the Client Billing Schedule Reminder

Create the Action

Open the Action Library

1: Click Admin from the Menu.

2: Select Action Library from the drop down list – the Action Library window will open.

Create the Action

1: Click New Action – the New Action window will open.

Fill in the details

1: Select the General tab – the General window will open.

2: Type the Action Description.

3: Select the required display objects.

4: Click OK to Save the data and close the window.

Link the Action

Open the Config

1: Click Admin from the Menu.

2: Select Config from the drop down list – the Config window will open.

Complete the details

1: Select the Payment Plan tab – the Payment Plan window will open.

2: Select the Client Billing Schedule Reminder Action from the pop-out list.

3: Click OK to Save the data and close the window.