Schedule Grant Payments

You can break one payment/installment into multiple payments/installments with unique payment dates.

Edit the Pay Schedule

1. Navigate to a grant record.
2. Click Edit Pay Schedule in the left-side menu.
3. Edit the Grant Payment Schedule, then click Save.
   • Add or edit Payment Date and Amount. Additional rows become available as information is entered.
   • Check or uncheck the Conditional box.
   • Memo - Prints on the check memo.
     
      

Quick Schedule

Quick Schedule is an additional way to edit a payment schedule. The quick schedule page allows you to set an initial payment date, number of payments, and the interval between payments. The system will automatically generate the payment schedule based on those variables.

1. Navigate to a grant record.
2. Click Edit Pay Schedule on the left-side menu.
3. Click Quick Schedule on the left-side menu.
4. Edit the Grant Payment Schedule, then click Create.
   • First Payment Date - Date of first grant installment.
   • Payment Count - Number of grant payments.
   • Interval - Select month, quarter, or year.
   • Conditional - Checking this box indicates that the recipient must do something in order to receive the next installment.
     
     
      

Edit the Payment Date in Bulk

Users can update the payment date on all payment lines that do not have a voucher assigned in the grant payment schedule in bulk from the Grants page. 

1. Navigate to the Grants page.
2. Click Edit Payment Date in the left-side menu.
   • This option is available in the New, Approval, and Voucher buckets.
3. Enter a new Payment Date and select the grants with payment dates to be updated.
   
    
4. Click Edit Payment Date to confirm the bulk edit.