How to set up a payment plan?

Modified on Mon, 24 Oct, 2022 at 4:38 PM

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

  1. Go to the “Settings” menu
  2. Select the “General” menu
  3. Select the “Payment” sub-menu
  4. Then tick the “Payment plan” option within the payment terms
  5. Validate the information by clicking on the “Save” button

Link and calculate the payment plan to an invoice

  1. 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

  1. 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

  1. Select the invoice that has just been paid by your customer
  2. Click on the “Payments” button located at the top right. The deadlines set by the payment plan then appear
  3. Click on “Cash” at the level of the desired maturity
  4. Fill in the payment form
  5. Confirm by clicking on “Save

You can also see the remaining deadlines through this “Payments” menu

For more information on entering payments, see the article “How to enter a payment on an invoice?

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