Payment Plans Quickstart

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← Enabling Installments

Installments enable staged payment plans for invoices, allowing customers to pay in multiple smaller amounts over time instead of one large payment. Most users start with fixed payment plans – they are easier to set up and cover common use cases like "4 monthly payments" or "quarterly billing".

Introduction

As an example, assume that you want to create a "Four Monthly" installment plan that splits any invoice into 4 equal monthly payments. This article walks you through the required configuration and explains how to create the payment plan on an invoice.

Solution Overview

Setting up and applying a "Four Monthly" installment plan involves:

• Defining the payment plan model
• Adding the installment type to invoices
• Enabling the manual installment creation on invoices
• Manually creating the payment plan on the invoice

Solution Details

Defining Payment Plan Model

To model a fixed payment plan, you create a dedicated Installment custom setting record.

1. Click to enter Setup, then open Custom Settings.

   In Salesforce Lightning, navigate to Custom Code > Custom Settings.

   In Salesforce Classic, navigate to Develop > Custom Settings.

2. Click Manage in the row of Installment.

3. Click New.

4. Specify the following details.

   Field	Value	Description
   Name	Four Monthly	Name that appears in picklists
   Period	1m(4)	4 payments, 1 month apart
   Title	Payment [PosNo]	Title for each payment

5. Click Save.

   This creates the new payment plan model.

Enabling Payment Plan on Invoices

To make the new installment type available for invoices, you must add it to the value picklist for the Installment Type field of the Invoice object.

1. Navigate to the Installment Type field of the Invoice object.
2. In the Values section, click New.

3. Type the name of the defined installment type setting into the text area.

   Following the example, enter Four Monthly.

4. Click Save.

   This makes the installment setting available for use with invoices.

Enabling Installment Creation on Invoices

To enable the option for individually creating or modifying a payment plan for individual invoices, you have to manually add the Installments button to the invoice record page.

1. Open the Invoice record detail page in the Lightning App Builder.

   1. Navigate to an invoice.
   2. Click to open the Setup menu, then select Edit Page.

2. Select the top panel ("Highlights").

3. Click Add Action and select the action Installments.

4. Click Done on the action window, then Save in the Lightning App Builder.

   Tis adds the Installments button to the invoice detail page, enabliung users to manually create payment plans on invoices.

Creating Payment Plan on Invoice

If installments are set up accordingly, users can manually create or change a payment plan for invoices in the statuses Draft or Open.

1. Open the invoice you want to modify.

2. Click Installments.

   The invoice needs a date set to complete the operation.

3. Select the intended installment type.

   Following the example, select Four Monthly.

4. Click Continue.

   This creates the payment plan, splitting the open invoice amount into four equal monthly payments.