TCM1000074 - How to check if a payment schedule has been set up

Version 1.0

Changes to previous version - new guidance

Step 1

On the ‘Function Menu�

  • select ‘Householdâ€� on the toolbar
  • select ‘View Accountâ€� from the options available. You will be taken to the ‘Key Entry Dataâ€� screen
  • enter the customer’s NINO
  • select the ‘Allâ€� checkbox
  • select the ‘Payment Scheduleâ€� checkbox
  • select ‘OKâ€�. You will be taken to the ‘Select Awardâ€� screen
  • select the relevant award start date
  • select ‘OKâ€�. You will be taken to the ‘View Direct Payment Scheduleâ€� screen
  • if there is a list of scheduled payment amounts, then the schedule has been set up.