(Note: If you're trying to set up a monthly payment plan in Group Booking, check out this article instead.)
Once you've finished adding items to your invoice, you'll need to add a payment schedule. You can quickly generate a payment plan by clicking the "Edit" link beside either of the default payment options:
Then clicking "Add Multiple Payments" button at the bottom-left of the Payment Schedule section:
Once you've clicked this button, you'll have a few options, so let's take a look at each one.
Monthly
If you choose "Monthly," you'll start by choosing a monthly due date -- this is the day of the month that your payments will be due every month -- and a final payment due date.
Next, you'll choose equal payments (which breaks the total amount due into equal parts based on the number of months you've chosen) or custom payments (which allow you to specify a custom monthly payment amount).
Note: If you choose the Custom option, you may need to add one or more manual payments to make your payments add up to the invoice amount.
Fixed
This works very similar to the "Monthly" option, except instead of choosing a monthly due date and a final payment date, you simply enter the number of payments you'd like to create.
From there, you choose Equal or Custom (just as you would with the "Monthly" option), then click Create Schedule. The end result will have the payments you've requested, but each one will be due today, so you can manually adjust the due dates from here.
This is ideal for weekly or twice-monthly payment plans.
Deposit & Final
If you choose "Deposit & Final," you'll add two payments -- the deposit and the final payment -- and a due date for each. Once you add the deposit amount and click "Edit," the two payments will be added to the schedule and you will be able to send the invoice.
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