Payment plans

A payment plan splits the price of a job into parts and says when each part falls due. For example: 30% advance, 60% before installation, 10% on handover. A job keeps the plan it was given, so changes here apply to the next job.

Go to Settings › Payment plans.

1. New payment plan: add a plan.
2. Default: this plan is used for this kind of job unless you pick another.
3. Plan summary: which record type it’s for, when a payment counts as overdue, and when reminders go.
4. Payment lines: each part, its share and when it falls due, for example Before installation: 60% · at Material ordered.

Tip

Tie the later parts to stages, not dates. Then the 60% falls due the moment the job reaches Material ordered, however long the earlier steps took.

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Create a payment plan

1. Click New payment plan.
2. Fill in the top of the form:
   • Name: for example Solar 30 / 60 / 10.
   • Reference: a short internal name.
   • For: the kind of job the plan is for.
   • Overdue after (days): starts at 7.
   • Remind after (days, comma separated): starts at 3, 7, 15.
   • Default plan for this kind of job: turn on to make this the default.
3. Under Payments, set each part:
   • A name, such as Advance.
   • % of the job or Fixed ₹, and the amount.
   • When it falls due: When the plan is applied, Some days after it is applied (with the days), or When the job reaches a stage (with the stage).
4. Click Add payment for the next part. Check Percent total reaches 100%. It turns red above 100%.
5. Click Create plan, or Cancel.

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Apply the plan automatically

A plan does nothing until it is applied to a job. To apply it on its own:

1. Go to Record types and stages.
2. Open the stage where money starts, for example Advance paid.
3. Add the step Apply a payment plan and pick the plan.

The advance and the stage payments of the plan then become due on that job.

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Common errors

Message	What to do
The plan needs a name.	Type a name.
Percent total in red	The parts add up to more than 100%. Lower one.

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Where it shows up

• Dues appear in Invoices and dues, and late ones in Overdue.
• The advance lock on a stage (Requires payment) works with the advance from this plan.

Good to know

• Owners and Admins can open this tab.
• Your starter pack adds one plan, for example Solar 30 / 60 / 10.
• Changing a plan doesn’t change jobs that already have it.

What’s next?

• Lock a stage until the advance is paid
• Set how customers pay you

Related articles

• Invoices and dues
• Advances to confirm