In case the "paid installments" option is enabled in the "Order" tab the "Instalments" tab will be made available to allow operators to define the Instalment Payment Plan to be followed for invoicing the order, this, as following explained:
Parameter - Instalments payment schedule (left side)
Description : List of the instalments planned for the payment of invoices, indicating all their data (i.e. expiry date, amount and station) as defined in the Instalment data area.
Parameter - Overall data (right top side)
Description : Main information regarding the overall instalment plan:
▪Order: The total order price as input in the Order tab.
▪Instalments: The sum of all instalments as they are set up.
▪Difference: The lacking/exceeding amount to be allocated to complete the plan.
For instance, if the total order amount is 4'750 and there are two instalments of 2'000 and 1'000, the total instalments amount will be 3'000 and the difference will be 1'750 (which should be allocated to one or more instalments).
Parameter - Instalment data (right bottom side)
Description : Detailed information on a selected instalment:
▪Amount: The individual amount of the selected instalment.
▪Expiry date: The date on which the selected instalment should be invoiced.
▪Station: The station to which the selected instalment will be invoiced.
In order to create all the instalments that makes up the order's instalments payment plan, just follow the procedure described below:
1.Make click on the [New] button to create the first instalment,
2.Insert the instalment 'amount' to be paid as well as the 'expiry date' to be used as deadline,
3.Indicate the 'station' to which the invoice will be related and select the pre-configured 'invoice description' to be used,
4.Press the [Apply] button to save the just created instalment into the current order,
5.At this point, it is possible to continue creating instalments until covering the total order amount just by repeating the steps 1-4.
Finally, all lines belonging to the current order will be ready to be invoiced according to the instalments plan set in this section, for information about the invoicing process please refer to the Invoicing chapter.
Note
Please note that installment payment plans can be set for both, prepaid and post-paid orders.