Pre-requisite: instalments can be paid only if payments was done with a payment method of type "Pending account" with instalments configured (for example: 1 bank transfer due within 15 days after the order or multiple payment by credit card to pay for a season ticket).
Aim: the purpose of this screen is to monitor instalments paid / to be paid by customers. This is possible to record payments of instalments from this screen, in case of external payments (such as bank transfer received and manually registered)
Description: the upper part of the page enables you to specify filters to search for instalments.
- Date from / date to: due date of the instalment
- Order: order number that contains instalments
- File: file number that contains instalments
- Invoice: invoice number that contains instalments
- Contact: select the billing contact of instalments
- Payment method: expected payment method used to pay for instalments (not always defined)
- Reference: when payment is done via external interface (direct debit...)
When you select a due instalment, the instalment payment part at the bottom of the page automatically displays the amount of the selected instalment. You can then select the real payment method that is used to pay for this instalment. Once you select a payment method you can add a remark to the payment and finish the operation. The payment cycle for this instalment is over.
Next steps: once instalments are paid, the file is considered as "Settled", but keep in mind that no communication is automatically sent to the customer when you record the payment of the instalments. If you wish to send an email to customers to notify them that their payment was successful, you need to configure the Instalment payment notification batch. This batch enables you to send emails when instalments are paid based on the sales channel on which instalments were paid and the payment method used.
