This interface allows you to post a payment plan to an invoice. The implementation of a payment plan is done in several steps:
Set the “Payment plan” option
Go to the “Settings” menu
Select the “General” menu
Select the “Payment” sub-menu
Then tick the “Payment plan” option within the payment terms
Validate the information by clicking on the “Save” button
Link and calculate the payment plan to an invoice
When creating an invoice or modifying an invoice project, select the “Payment plan” mode in the “Payment term” field at the bottom of the page
Then click on the "Outstanding balance" button located in the right side pane
3. Select payment plan creation method
4. Configure the payment plan to be implemented
"Manage payment plan"
This option allows you to pre-calculate a payment plan that can be modified at a later stage.
To do this, fill in the "Start date" (1st due date) and the "Number of payments".
Then click on the "Calculate" button
The payment plan is thus calculated and it is possible to adjust it by modifying the dates, amounts and by adding or deleting deadlines.
"Start from scratch"
Allows you to manually add as many installments as desired as well as their dates and amounts.
Regardless of the method used, the payment plan appears in the side panel of the "Payments" button of the invoice
Save a payment from the payment plan on the invoice
Select the invoice that has just been paid by your customer
Click on the “Payments” button located at the top right. The deadlines set by the payment plan then appear
Click on “Cash” at the level of the desired maturity
Fill in the payment form
Confirm by clicking on “Save”
You can also see the remaining deadlines through this “Payments” menu |