In case the "paid instalments" option is enabled in the "Order" tab, the "Instalments" tab will become available to allow operators to define the Instalment Payment Plan after invoicing the order, as explained below:
Parameter - Instalments payment schedule (left side)
Description: List of the instalments planned for the payment of invoices, indicating all data (i.e. expiry date, amount and station) as defined in the Instalment data area.
Parameter - Overall data (right top side)
Description: Essential information regarding the overall instalment plan is explained below:
▪Order: The total order price inside the Order tab.
▪Instalments: The sum of all configured instalments.
▪Difference: The shortage/excess 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 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 the selected instalment should be invoiced.
▪Station: The station for which the selected instalment will be invoiced.
To create all the instalments that make up the order's instalments payment plan, follow the procedure described below:
1. Click the [New] button to create the first instalment.
2. Insert the instalment 'amount' to be paid and the 'expiry date' to be used as the 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 newly-created instalment into the current order.
5. At this point, it is possible to continue creating instalments until the total order amount is fulfilled. Simply repeat 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 more information about the invoicing process, please refer to the Invoicing chapter.
Note
Please note that instalment payment plans for prepaid and postpaid orders can be customized.