Instructions
You can create an unlimited number of installment payment plans that can be selected during order entry. This allows you to accept partial payments for orders to be collected over time while allowing the order to ship immediately.

Set Up Installment Payment Plans

1. Open the Order screen to any existing order.  Click here to open the Order screen.
    
2. Click the button and select Installment Payments... from the list. The following dialog will appear.

3. Click the Add button on the dialog to enter a new plan, or simply type into a blank line.
    
4. Enter the following fields:

• Plan Name - Type a name for the plan you are creating (e.g., 4 Monthly Payments). Be as descriptive as possible, but keep the name short.
   
• Payments - Enter the total number of payments for this plan.
   
• Interval - Select an interval from the pulldown. Payments will be due during these intervals (e.g., Monthly payments will be due on the same date each month).
   
• Grace Days - Enter the number of days before the first payment is due, or 0 (zero) if due immediately. This number will be added to the date the payment was created (e.g., if today is the 15th and you enter 5 the first payment will be due on the 20th. If you chose a monthly interval payments will be due on the 20th of each subsequent month).
   
• Tax In First Payment - Double click this box to check it if you wish to collect all sales tax with the first payment. Payments will be divided by the number of payments first, then sales tax will be added to the first payment (e.g., a sale of $100 plus $5 tax with a monthly interval of 4 payments will be calculated as: 1st payment of $30, subsequent payments of $25).
   
• Shipping In First Payment - Double click this box to check it if you wish to collect all shipping with the first payment. Payments will be divided by the number of payments first, then shipping will be added to the first payment (e.g., a sale of $100 plus $5 shipping with a monthly interval of 4 payments will be calculated as: 1st payment of $30, subsequent payments of $25).
   
  Note: Tax and Shipping may both be added by checking both boxes. The first payment will include the total sales tax and shipping due.

5. Click the button to save and close the dialog.
    
6. You may select the Install payment option during order entry to apply a plan to any order. At that time you can choose to approve the first payment or not. Click here for help on adding Installment Payments to an order.
    
   As each payment is due the order will appear in the Process Payments tab of the Process Orders action. Click here to run the Process Orders action.

See Also:
Take an Order
Process Orders