Installment Plans Screen - Add an Installment Plan

To add a new V3 Installment Plan, use the following steps:

  1. Go to Accounting > Installment Plans.
  2. Click Add Installment Plan

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  3. On the Add Installment Plan overlay, select an Account

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  4. Enter an Installment Plan Name.
  5. The Start and End Dates will default to the current date and a year from the current date, respectively. Change, if needed.
  6. Select an option under Print Preferences. This will determine whether the Invoice will need to be printed and what will appear on the Invoice. 
  7. If you will have Invoices auto-generated, set a Billing Day.
  8. Bill in Advance will determine when the Invoice is generated each month. For example, if you need to bill April's Services in March (before they are provided), toggle the switch to "ON". 
  9. Click Show Advanced Options to see additional options that you can customize. Payment Method is the only required field. It will default to the Account default once an Account is selected.
  10. The line items are completely customizable. Twelve months are pre-populated for you. A ServiceInvoice DescriptionRate, and Amount is required on each line item. If there is a month you do not need, click the trash can icon at the right to remove the line item. 
  11. When you are finished making changes, click Save Installment Plan
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