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Installment Plans
FAQ:
What is an installment plan?
How do I create an installment plan?
How do I create installment plans in bulk?
Can I edit an installment plan after it has been created?
How do I edit or remove an installment plan that was created for a specific account?
What is an installment plan template?
I created an installment plan template. What do I do next?
How do I enroll accounts into an installment plan template?
How do I edit an installment plan template?
How do I add or remove accounts from an installment plan template?
How do I edit invoices created by an installment plan?
Can I make the plan weekly instead of monthly?
Can I add an invoice to an existing installment plan?
Can I merge or recast installment plan invoices?
Next Topic:
Payment Methods
Payment Methods
On This Page
Creating Installment Plans
Creating an Installment Plan from a Billing Account
Creating an Installment Plan from the Installment Plans Page
Creating Installment Plans in Bulk
Enrolling Accounts in a Plan Template
Editing Installment Plans
Editing Plan Template Details
Adding or Removing Accounts in a Template
Editing Installment Plan Invoices
Adding Invoices to a Plan
Merging or Recasting Installment Plan Invoices