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

Installment plans make it easy to manage payments by breaking them into smaller, scheduled amounts.

• An installment plan lets a payer split a total amount into multiple payments over time.
• Invoices are automatically created for each installment when an account is enrolled.
• You can edit invoices individually or apply changes to all invoices in the plan.
• There is no limit to the number of installment plans you can create.
• 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.
5. Confirm the invoices that will be created, then click Commit Changes to finalize the enrollment.

Editing

After creating an installment plan and enrolling accounts, you may want to:

• Update the plan details
• Edit one or more of the generated invoices
• Add or remove accounts from the plan

Note: Changes to the plan details will not affect accounts that were already enrolled. To change the details for these accounts, first delete the accounts enrolled, then re-enroll with the new plan details.

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

Individual invoices or groups of invoices can be edited after being generated by the plan, and before being paid.

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.

Adding or Removing Accounts

Accounts can be added to or removed from an installment plan.

To add accounts:

1. Click into the installment plan.
2. Click Enroll Accounts into Plan at the top right.
3. Select the desired account from the dropdown menu.
4. Customize the plan details as needed to tailor it to the account.
5. Click Create.
6. Confirm the invoices that will be created, then click Commit Changes to finalize the enrollment.

To remove accounts:

1. Click into the installment plan.
2. Go to the Enrolled tab.
3. Find the account with the list of invoices you wish to remove.
4. Click the Select Plan Invoices checkbox to select all invoices for the account.
5. Click Edit Invoices at the top of the page.
6. Select Delete Permanently.
7. Confirm that you wish to delete the invoices.

All invoices for the account and the account itself will be removed from the installment plan.