Sales
To install a client's invoice due payment
- Select “Sales” from the navigation menu.
- Select “Manage Invoices“.
- Click the invoice you wish to install its payment.
- Note that you cannot install payments for “Paid” invoices.
- Click the button “Set up Installment Agreement“.
- Input the Installment Agreement Information
- Installment Amount: Input the amount that will be paid per installment.
- Installments Count: Auto-filled based on the total invoice amount, the installment amount and the selected “Period of Installments”.
- Periods of Installments: Select the period of installment from Weekly, Bi-Weekly, Monthly, Quarterly, or Yearly.
- Installment Start Date: Select the start date of the first installment payment, the default value is the current date.
- Notes: Add installment-related notes as needed.
- Click “Save” once done.
- You will be redirected to the Installment Agreement where you can view the installment agreement information and the installments’ list.