Difference between revisions of "Main Page"

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(SchemeServe User Guide)
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* [[Switching Agent for an existing Case]]
 
* [[Switching Agent for an existing Case]]
 
* [[Permanently Deleting a Case Record]]
 
* [[Permanently Deleting a Case Record]]
 +
* [[Auditing Changes to Cases including Direct Debit Schedules]]
 
'''Clients'''
 
'''Clients'''
 
* [[Searching for existing Clients]]
 
* [[Searching for existing Clients]]
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'''Debiting Your Customers'''
 
'''Debiting Your Customers'''
 
* [[Taking Card Payments]]
 
* [[Taking Card Payments]]
* [[Using Direct Debit]]
+
* [[Enabling Direct Debit]]
* [[Setting Payment Collection Dates]]
+
* [[Managing Direct Debit Schedules]]
 +
* [[Auditing Changes to Cases including Direct Debit Schedules]]
 
* [[Allowing Payments by Invoice]]
 
* [[Allowing Payments by Invoice]]
 
'''Optional Extensions'''
 
'''Optional Extensions'''

Revision as of 02:19, 16 November 2012

SchemeServe User Guide

Your Company & Website

Quotations & Policy Administration

Clients

Agents

Claims

Debiting Your Customers

Optional Extensions

Administration

Accounting

Reports

Tips & Tricks

 

About SchemeServe Insurance Software

If you're not yet an SchemeServe user, you may find the following articles of interest:


What is wiki.schemeserve.com?

This wiki is a community-driven SchemeServe software Help Guide. See our insurance software website for more information on SchemeServe and related products.

Wikis improve upon traditional knowledge-bases and product manuals by allowing anyone who registers to create new articles and update existing ones. As Wikipedia has shown, wikis generally end up being more accurate, complete, and up-to-date than their centrally-managed brethren.

If you would like to contribute to this wiki, please make sure that the information you would like to add does not already exist. It may be that such material hasn't yet been properly categorised, so it may be necessary to search for it.

For a listing of articles available in this Wiki, you can browse the categories.

Thanks to everyone for their wiki contributions!

The SchemeServe Team