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Insurance
Configure Payment Schedule Policies

Configure Payment Schedule Policies

Payment schedules contain information about a set of payments that a customer wants to pay at different times for a certain record. A payment schedule contains one or more payment schedule items, where each item represents one payment to be processed.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

See Payment Schedules and Payment Schedule Items for more information.

 
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