Manually Creating Payment Plan

← 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 manually create or change a payment plan for invoices in the statuses Draft or Open.

Make sure that the Installments button is available in the invoice layout.

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.

4. Click Continue.

   This creates the payment plan, applying the selected installment type.

   You can overwrite existing payment plans selecting and applying another installment type.

   Creating or modifying installments will not update the invoice PDF file. To this end, recreate the PDF.

Info

After integrating with JustOn Cash Management, changing the installments of a finalized invoice will cancel all existing related entries and create new entries based on the new installments. As a consequence, the payment page links on the invoice and installments, which relate to the deleted entries, become invalid and will therefore be deleted and replaced by valid payment links for the new entries.