I. 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.
II. Mark as paid installment manually
a. Before you begin
Before you can use the function, there are 2 preconditions:
The feature must be turned on. Please reach out to our support team for more details.
The permission must 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.
b. Mark an installment as paid
Accessing policy details → Navigating to the Payment Schedule section → Viewing installment details
Click on the 3-dot icon
Click on the Mark as paid button
On the Mark Payment As Paid dialog, you would need to choose the Payment Type
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
III. Make partial payment manually
a. Before you begin
Before you can use the function, there are 2 preconditions:
The feature must be turned on. Please reach out to our support team for more details.
The permission must be set for your user role.
b. Make a partial payment
Accessing policy details → Navigating to the Payment Schedule section → Viewing installment details
Click on the 3-dot icon
Click on the Mark as paid button
On the Make Payments dialog, you would need to choose the Payment Type
With the selected payment type, there would be a list of fields that you need to input.
The payment amount is a required field used to identify the transaction's payment amount.
It must fall within the valid range of installment amounts, meaning that inputting an amount outside this range is not permitted.
To cancel a received payment, you can input a negative amount in the field.
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
c. Installment status changed
When your payment is not the full amount of the installment, the installment status will be updated to Export Confirmed
If your installment is fully collected, the status will be updated to Paid
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
IV. 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