Payment Plans
INFO
Please note that Payment Plans are a Premium plan feature.
Billingbooth One gives you the ability to have one or more invoices paid for using a payment plan.
Setting Up Plans
There are two ways to create a payment plan,
First navigate to the customer whom you wish to create the payment plan for by heading to the Customers listing screen and clicking the customer's name.
From here on the customer's overview screen, there are two ways to create a Payment Plan.
The first way, is in the top navigation menu click Invoices to navigate to this customer's invoice listings screen. Then simply use the checkboxes to the left of the applicable outstanding or partially settled invoice listings you wish to assign to a Payment Plan and click the Payment Plan button that appears above the listings table.
The second way, is in the top-navigation menu click Payments > Payment Plans. Once you're on the Payment Plans screen, click the Create button at the top-right of the screen.
Whichever way you choose will open a Payment Plan modal window where you can further configure the payment plan:
| Field | Description |
|---|---|
| Start Date | The date the first payment will be taken. |
| Number of Payments | The number of payments the plan will be broken down into. |
| Frequency | How often the payments should be taken. I.e. either every week after the Start Date or every month after the Start Date. |
| First Payment Amount (Optional) | If you want the first payment to be a specific amount, rather than equal to the other payments. |
| Payment Method | The payment method to use that has been configured for this customer. |
| Notes (Optional) | Any optional notes you wish to add to the payment plan for administrative purposes. |
Following the fields, there is a preview breakdown of the total cost of the payment plan, the first payment amount, the regular installment amount, and an estimated completion.
You can then select from the customer's outstanding and partially settled invoices as to which invoices the payment plan covers.
Once done, click Create Plan to set the plan in motion.
Viewing Existing Plans
Per Customer
First navigate to the customer whom you wish to view the payment plan for by heading to the Customers listing screen and clicking the customer's name.
In the top navigation menu click Payments > Payment Plans. Once you're on the Payment Plans screen, click the Create button at the top-right of the screen.
From here, you can click the View icon in the Actions column of an applicable payment plan listing to view the details of that specific plan.
Account-wide
First, navigate to Payments in the side-navigation, once on the Payments screen, click Payment Plans in the top-navigation.
From here, you can click the View icon in the Actions column of an applicable payment plan listing to view the details of that specific plan.
Cancelling
First navigate to either a customer's Payment Plans listings screen or the global Payment Plans listings screen, as per the Viewing Existing Payment Plans section above.
For payment plans that have payments which are still pending, a Cancel button will appear next to the View icon in the Actions column. Clicking this button will cancel any pending payments, except any payments already in flight.
WARNING
Cancelling a payment plan cannot be undone.
Exporting
First navigate to either a customer's Payment Plans listings screen or the global Payment Plans listings screen, as per the Viewing Existing Payment Plans section above.
Once on a payment plans listing screen, simply click the Export button at the top-right of the screen.