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In xentral there is a possibility to work with installments.

This module is particularly relevant when working with installment payments.

Set installment payment as payment method

This module allows customers to pay off invoice amounts in installments. For this purpose, go to Administration → Settings → System → Basic settings → Payment methods and tick the check mark for installment payment.

Subsequently, a text can be stored for the installment payment, which appears by default in the quotation, order and invoice documents and shows the customer the general conditions of the payment method.

Overview of installments

In the "Installment payment" module, installments can be defined for orders, as soon as the invoice has been created.

It should be noted that the users must be granted the rights for this module.

The overview lists all invoice documents whose sums are paid in installments. For each entry, the next installment, the total amount, the incoming payments and the outstanding invoice amount are displayed. When expanding the mini detail the specified installments with their due date and the payments received so far.

Subsequently, a text can be stored for the installment payment, which appears by default in the quotation, order and invoice document and shows the customer the general conditions of the payment method.

Define installments

Via the edit icon the details of the respective installment appear, in which new installments can be defined via the button "create new installment".

As soon as the invoice amount is paid in full, the installment disappears from the overview and the corresponding invoice is assigned the payment status "paid".