Creating Installments via the Order Record

If an order is an open order—that is, if no invoice has yet been created for it—staff can create an installment schedule from the Order Record.

Note: To create an open order, select the Bill Me payment option during checkout and do not select the Create Invoice? check-box.

  1. Open the Order Record. The order must be open for the options described in this article to be available.

  2. Click Create Installments Plan. The Create Installments Plan window will appear—fields with a red asterisk are required.

    • Number of Installments:The total number of installments to be created.

    • Installments Frequency: The frequency at which the installments should be scheduled.

    • Installments Start Date: The date on which the first installment will be scheduled.

Once an installment schedule is created, the Installments Plan table will appear on the Order Record. This table lists all installments created for the order, as well as the percentage of the total balance due being paid on each installment.

Once payment is applied to the order, an invoice is automatically created. If an installment order is set up to auto-pay, the invoice is automatically created when the auto-pay process is run.

An image of the Installments Plan.

Creating an Installment Invoice

To create an invoice for an installment:

  1. In the Order Record locate the Installments Plan table.

  2. Click the Create Invoice button next to the installment(s) to be invoiced.

Note: The option to create an invoice for an installment appears for installments no further than 30 days out from the first scheduled installment.

Editing the Installment Schedule

If it's necessary to charge a different amount for one or more installments, the installment schedule can be edited.

  1. In the Order Record > Installments Plan table, click Edit Schedules.

  2. Enter a new value in the Schedule Percent or Schedule Amount fields. These fields automatically update based on the value entered.
    Remaining installments must be updated to ensure that the entire schedule accounts for 100% of the balance due.

  3. Edit the Schedule Date for any installment, if desired.

  4. Click Save Schedules to preserve changes.

An image of the Installments Plan, highlighting the option to edit.

Note: Once an installment is invoiced, it can no longer be edited.