Manage installment payment plans
- 13 min.
- Module
- 4 Units
- Finance
Do you sometimes have customers who ask to pay in installments? The Installment Payments module includes everything you need to manually create installments for an invoice, create template installment plans to reuse, and assign to a customer for automatically creating installments for each invoice. These same features can also be used with vendors and purchase orders.
Learning objectives
By the end of this module, you’ll be able to:
- Create new installment plans and installment templates
- Apply an installment template to an invoice and to a customer
- Know how installments appear in G/L entries
- Know how to reverse an installment plan