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1. Introduction
Seamless allows you to designate the policy installment for manual payment, enabling you to collect the payment outside of Seamless and record the payment status within Seamless.
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2. Mark as paid installment manually
a. Before you begin
Before you can use the function, there are 2 preconditions:
The feature “Multiple Instalment Payment Transactions” must be turned on. Please reach out to our support team for more details.
The permission
Update Payment Transactionsmust be set for your user role.
This feature is exclusively accessible for unpaid installments. Once the installment has been paid, the option to "Mark as Paid" will no longer be visible.
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With the selected payment type, there would be a list of fields that you need to input.
After finishing the input, you would need to tick the confirmation box
Then click on the Submit button to submit the payment
After making the payment successfully, the installment balance will be updated to reflect the new information
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3. Make partial payment manually
a. Before you begin
Before you can use the function, there are 2 preconditions:
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If your installment is fully paid, but you cancel the received amount (payment amount inputted as a negative amount), then the status will be updated to Export Confirmed
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4. Installment payment details
You can refer to the link to view installment payment details https://contemi.atlassian.net/wiki/spaces/SHC/pages/2179825688/Installment+details#Paid-installment
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