Defining Installment Type

← Editing Invoices

To support staged payment plans for invoices, JustOn Billing & Invoice Management allows for setting up installments, which represent models for intended payment plans.

Find examples in Installment Examples EN.

If installments are set up accordingly, you can define an installment type for an invoice.

1. Open the invoice you want to modify.

2. Click next to the Installment Type field and select the intended payment plan from the drop-down list.

   Alternatively, you can click the invoice number to open the invoice, click Edit in the detail view, and then select the payment plan from the Installment Type picklist.

3. Click Save.

   Activating the selected installment type for the invoice will trigger the automatic payment plan generation when finalizing the invoice or when re-generating it in the continuous invoice run.