Installment Plans Screen - Manually Generate Invoices

When you create a new V3 Installment Plan, it is set to auto-generate Invoices automatically. There may be situations where you do not want to have the Invoices automatically generated. In such a scenario, you would need to manually generate Installment Plan Invoices. This can be done individually from the Review overlay of any Installment Plan or in bulk from the Installment Plans Screen. To do this from the list, use the following steps:

  1. Go to Accounting > Installment Plans.
  2. Check the boxes next to the Installment Plans you want to create Invoices for.
  3. Under Actions, click Create Invoice

  4. Enter the Invoice Date on the Create Invoices dialog.

  5. Click Save.

A confirmation message will appear to tell you how many Invoices were created:


To view the Invoices, go to Accounting > Invoices. Any Installment Plan Invoices will have the word "Contract" in parenthesis after the number.

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