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Installment plan for customer who falls behind in payments
Installment plan for customer who falls behind in payments

How to create one for someone who has fallen behind on payments

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

In this scenario a customer is behind $500 and wants to pay it in 5, $100 monthly installments.

Key Points

  • Create a monthly Work Order series following the example below

  • *Optional: Credit Card Auto Pay set-up

  • Each month the invoice is paid delete the newly created invoice

  • Apply the payment to the existing unpaid/overdue invoices to pay them down

Create a Work Order series:

Billing tab

  1. Billing Frequency = Monthly

  2. Set next invoice date to the date payments are to begin

  3. Other = Do not service, this is a monthly installment plan

  4. Price = $100

Schedule tab 

  1. Technician: Needed to save the work order

  2. Frequency: Seasonal (this is to keep it off the calendar as much as possible)

  3. Pick the months for each payment

  4. Ends after 5

  5. Click Add to Work Pool [X] (to keep it off the calendar)

  1. Click Save, go back to Work Order

  2. Click Edit Series

  3. Click Schedule tab

  4. Change End date = one day before the installments expire

  5. Click Update Series

*Optional: Credit Card Auto Pay set-up

  1. Edit the Customer Account and set the automation to Auto Pay New Invoices
    (Must have credit card on file)

For each month the invoice is paid...

  1. Delete the newly created invoice

  2. Edit the installment payment and apply the payment amount to the existing unpaid/overdue invoices to pay them down

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