Step 1: Access the Dashboard
After logging into your Basefund account, locate the client you added on the right-hand side of the dashboard.
Step 2: Open the Client
Click on the client’s name to access their dashboard.
Step 3: Navigate to Days Until Next Payment
In the client dashboard, find the Days Until Next Payment section and click the Details option.
Step 4: View Callable Summary
You will be directed to the Debt Service Payments page for the selected client (e.g., Harlandale Independent School District). On the left-hand side, click the Callable Summary option.
Step 5: View the Next Call Date
You will be taken to a page displaying the next call date for your upcoming payment.
