Overview
- Matthew Garrett
The Contract Overview screen allows you to view a snapshot of the current progress of the contract, and to setup direct debit information and penalty clauses should a contract payment be late.
Displays basic repayment information for the application.
Use the Contract Details jump button 
to open the Calculations screen.
Relevant work flow dates for the contract. To cancel a contract, enter a date into the Cancelled field.
Use the Work Flow jump button 
to open the Application Work Flow screen
- Next Repayment: Displays details about the upcoming payment.
Use the Next Repayment jump button to open the Calculations screen.
It is possible that both a late payment fee and penalty interest would apply when a payment is late. If both are applied, they would appear as two separate revenue items on the Revenue/Invoice screen (see Revenue/Invoice).
The client bank account record selected for direct debit payments. Click the Account Name popup dialog button to select an account (accounts are created on the Client Accounts screen (see Client Accounts)). The Repayment Due On field can be used to determine the exact day of the month money is automatically transferred from a client's bank account. The Repayment Due On field must be greater than or equal to the Settlement Actual day.
Use the Direct Debit jump button to open the Client Accounts screen.