Installment Plans Screen - Overview

V3 Installment Plans are a feature in Service Autopilot that allow you to bill an Account once a month for one or more Services regardless of how many times those Services are completed. You can bill an Account every month or just the months you choose and can even vary the services by month for more accurate revenue tracking.

You can view a list of all of your Installment Plans by going to Accounting > Installment Plans (Contracts). That screen will look something like this:


You do not have to apply filters in order to view Installment Plans. However, you can apply pre-built filters by clicking All saved filters:


If you make any filters of your own, they will appear under the column Added by me. If a filter is selected, the filter selection remains at the left side as well as the information about the current filter you are viewing. Every time you return to this screen you will see the last filter you had applied.

At the top right you can click Add Installment Plan to add a new Installment Plan or click Edit Table to manage which columns you see in the table and the order in which they appear. You can also move columns in the table by hovering at the left to reveal the double-dotted line:


Click and drag on the double-line to re-position the column. You can also click on the double-arrows on the right side of the column to sort the column in ascending or descending order. Additionally, you can use the search bar at the top of the table to search for Accounts within the filtered results.

Any of the blue text is a clickable link. Click on a plan name to open the Installment Plan. Click on an account name to open the Account. 

Check the box next to one or more Installment Plans to reveal actions you can take:


From here you can click Create Invoice to manually generate Invoices for the selected Invoices. You can also make Installment Plans Active or Inactive in bulk. If you click Advanced Actions you will see the link to Export the list of Plans. This export will appear on your My Day page when complete.

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