Installment Plans

In this guide, you will learn

• How to create installment plans
• How to enroll accounts within a plan
• How to edit plan details or invoices

Creating Installment Plans

An installment plan allows a payer to divide a total amount into multiple payments over a set period. When you enroll an account in an installment plan, invoices are automatically generated for each installment. You can edit individual invoices or make bulk changes to all invoices within the plan after enrollment. There is no limit to the number of installment plans you can create, and you can enroll multiple accounts in a single plan.

To create an installment plan:

1. Navigate to Billing → Installment Plans.
2. Click + Add Installment Plan.
3. Enter a name for the plan.
4. Specify the total amount to be paid through the plan and choose the duration (number of months or weeks) over which the amount will be paid.
5. Set the due date for the first invoice.
6. Select the preferred payment strategies and methods.
7. Click Create to finalize the plan.

Enrolling Accounts

After creating an installment plan, you need to enroll accounts in it. To do this, click Enroll Accounts into Plan at the top of the page.

To enroll an account into an installment plan:

1. Click Enroll Accounts into Plan at the top of the page.
2. Select the desired account from the dropdown menu.
3. Customize the plan details as needed to tailor it to the account.
4. Click Create to finalize the enrollment.

Editing

Editing Plan Details

To edit the details of an installment plan:

1. Click on the installment plan you wish to edit.
2. Navigate to the Details tab.
3. Update the plan details as needed and click Save to apply the changes.

Note: Editing the plan details will not affect accounts that are already enrolled in the plan.

Editing Invoices

Editing an invoice created by the installment plan:

1. Open the installment plan.
2. Navigate to the Enrolled tab.
3. Locate the account and the specific invoice you want to edit, then click View Invoice.
4. Make the necessary changes to the invoice and click Save to apply the updates.

Editing invoices in bulk:

1. Open the installment plan and navigate to the Enrolled tab.
2. Locate the account whose invoices you want to edit.
3. Check the box labeled Select Plan Invoices at the top of that account.
4. Click the Edit Invoices button at the top of the page and select Update Details.
5. Choose the details you want to edit and make the necessary changes.
6. Click Next: Confirm changes to # invoices to proceed.
7. Review the changes carefully and press Commit Changes to apply them if everything is correct.