Product Updates

How to Add Installment Billing

How to Add Installment Billing

Updated
August 5, 2020

Create Installment Billing on an Insertion:

Create your proposal and convert it to a contract or create new contract. Once a contract is created you can chose the ‘Billing & Installments’ tab. If you need to add to existing contract, Search Client > Edit Contact > Contract Tab > Edit the Contract > Click Billing & Installments Tab.

  • Click Create Installments and select Split Monthly, Split bi-monthly, Split Quarterly, Split bi-weekly, or choose between installments 1st day or 1st and 15th.
  • Select the number of installments > create installments. You will now see the dates of installments, amount break downs, percent break downs.
  • Click SAVE.

 

Create Installment Billing Defaults:

To setup Installment Billing Defaults select menu option, Management > Site Setup > Website Setup > Ad Sales Management > Installment Billing Defaults

  • Select Zone/Issue – year – and issue (here you can setup defaults for each one of your issues)
  • Click “Add New Installment” link
  • Enter date and percent of installment (see screen shot below)
  • Click SAVE.
  • Now create your contract for the particular issues you have setup with installments.


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