Selecting the Payment Schedule for an Incomplete Contract

Follow these steps to select the payment schedule for any contract that has not been completed. This is usually done by the parent/guardian when they fill out the contract but if you need to add an "inactive" payment schedule to a contract, you will use these steps. 

NOTE: These steps show how to edit a contract from the Submitted/Pending Contracts table but can be done from the "Edit Contract" screen so you may do this any time you are editing a contract. 

1. Go to Admissions/Leads > Online Contracts > Submitted/Pending Contracts. This table will show you all of the contracts you have created for every academic year. Select and Edit the contract in question.
   
2. Click on the Payment Schedule field and select the appropriate payment schedule. You will see each of your payment schedules for the academic year the contract is for including your "inactive" payment schedules. Click Save and Back and you are done!
   NOTE: If you do not see the correct payment schedules you may need to set them up. If you are a tuition management school you should contact support@bigsis.com for help adding this. If you are not using tuition management use these instructions on How to Create or Copy Lead Contract Payment Schedules.