Admin users can generate a comment on each Invoice that goes out to Customers with the exact dates the Invoice is paying. This is available on each Payment Plan you create. If you need to create a Payment Plan, please look at this article first, then follow these steps:
Step 1- Open an Existing Payment Plan
To open an existing Payment Plan, click the money/clipboard icon under the Enrollment Period.
Click the cog icon beside the Payment Plan name to open the editor.
Step 2 - Add the Comment using a Template
Scroll down to the Invoicing section and choose "generate" to start the process of adding a public comment to the Invoice. Next, choose a template from one of the following options:
Pay in Advance - Current Month
Pay in Advance - Following Month
Pay in Advance - Current Week (Mon - Fri)
Pay in Advance - Following Week (Mon - Fri)
After choosing an existing template, enter a date (usually your first payment event date) to see how the Invoice will look.
Step 3 - Create your Own Comment
If none of the provided templates work for your setup, you can choose the option "None of these; I want to create my own below." A "SmartDate" widget will open where you can insert a date, week, month, or year and customize that payment date/day.
The prompts will tell you what to change in the formula. For example, let's say you choose the option "Date" and "Payment date + X months," it tells you to change the "X" to a number.
The number is the number of months from the start date that the Invoice is paying. If you don't do this, an error message will tell you to replace the "X" with the desired number. You can delete the SmartDate and try again if you need to start over.
In the following example, we put "1" as the number. Using the date "07/12/2023," the next payment date generated will be "08/12/2023," which is 1 month from the beginning date.
Dates of Service in Transaction History
The "Dates of Service" comment will show up in the Customer's Transaction History like this (based on the above example):
