Payment Plan Plus: How to Send Plan Bills and Receive Payments

The Payment Plan Plus is for our clients that run multiple line items and then need to create a specific number of installments over time. The payment plan plus gives you the ability to create installments, send bills, receive payments and then apply the payments received to the actual line items as they are invoiced during the normal invoice cycle. Essentially an added accounting feature that allows you to manage complex installment billing needs. 

Payment Plan Plus Bills

Payment Plan bills are sent instead of invoices.  All payments to Payment Plans are applied to the customer account. When line items are invoiced during the normal invoicing process, payments previously received to the customer account, via a Payment Plan, can be applied directly from the customer account to the invoice.

Find Payment Plan Bills to Send

• Go to Customers → Process Payment Plans → enter search criteria (typically a date range) and click search.

• Select the bills that need to be sent.  Press Preview, Print, Print to PDF or Send Email.