Payment Plans

Use Cases Customer Prepayments, Deposits, and Retainers Create Installment Payments for Sales Orders and Invoices Create Installment Payment for Purchase Orders and Invoices Utilize Payment Terms to create payment plans for Purchase and Sales Documents Payment plan will result in multiple installment payments from Sales and Purchasing Documents Resulting Ledger Entries will have one Customer/Vendor Ledger Entry per payment plan line This will allow for separate cash/payment applications and also allow for separate lines to show up on statements Download Links Download from AppSource Access Setup and User Guide The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com. Video - Product Demo Payment Plans - Setup and Overview Payment Plans - Toolbox Tuesday Episode 16 Product Screenshots