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  3. Instalment Agreements (Non-SOR On Balance Sheet Instalments)

Instalment Offers - All Schedules Paid

What will happen to the instalment schedule once everything has been paid?

The instalment offer will remain in the system even if the schedule is finished.

 

If you do not wish the client to enter to another instalment schedule, you will need to delete the special offer as soon as the client accepted the offer you initially created.

The icons on the dashboard:

SO - Special Instalment Offer is sent to the client
T SO - Special Instalment Offer is accepted