Enhance your customer service and improve your cash flow with the Account Payment Installment App. This powerful and user-friendly module allows you to offer flexible payment plans to your customers, making it easier for them to purchase your products and services. By automating the creation and management of installment schedules, this app streamlines your accounts receivable process, reduces administrative overhead, and ensures that you get paid on time. It's the perfect solution for businesses looking to provide more payment flexibility while maintaining a clear and organized view of all outstanding installments.
Key Features
Flexible Installment Plans: Create customized installment plans for your customers, defining the number of installments, duration, and down payment amount.
Automated Calculation: The module automatically calculates the installment amounts and due dates based on your predefined settings.
Sales Order Integration: Seamlessly integrate installment plans with your sales orders, providing a clear and transparent payment schedule for your customers.
Automated Email Reminders: Set up automated email reminders to be sent to your customers before each installment due date, reducing the risk of late payments.
Detailed Payment Tracking: Keep a clear and detailed record of all installment payments, with a clear view of paid and outstanding amounts.
Invoice and Report Integration: The installment details are automatically included in the customer's invoice and can be printed on the sales order report.
Benefits
Increased Sales and Customer Loyalty: Attract more customers and build loyalty by offering flexible and convenient payment options.
Improved Cash Flow: A structured and automated installment process helps to ensure a more predictable and consistent cash flow.
Reduced Administrative Workload: Automate the entire installment management process, from calculation to reminders, saving you time and reducing administrative costs.
Minimized Late Payments: Proactive and automated email reminders help to reduce the number of late or missed payments.
Enhanced Customer Experience: Provide a professional and transparent payment experience for your customers, improving their overall satisfaction.
Greater Financial Control: Gain a clear and organized view of all your outstanding installment payments, giving you better control over your accounts receivable.
Account Payment Installment App
Account payment installments app helps users to make payments in installments in the sale order. users can set the duration months and down payments amount for sales orders and according to that installment amount will be calculated automatically. this app also prints the payment installment details on the sales order report and invoice report.
Description
Added New Configuration In User Menu
Added new account payment installment configuration in user.
Installment Details Page in Sale Order
Added new fields and functionality in installment details page.
Confirm Sale Order with Details
After adding the details in page by clicking on confirm button it will show payments and future payments dates and their status.
Installment Details Page in Invoice Order
By clicking on create payment it will popup the wizard.
Installment Payment wizard View
By clicking on create payment wizard button it will do the payment for a particular installment and the state will move to in paid state.
Payments Installment Done Details
Here, the user can see the done payments details.
PDF View of Payment Installment
By clicking on installment reports in invoice it will create the reports of payment installments.
Invoice Installment Payment Date Reminder
According to given payment date in the installment details, he/she would get reminder mail.
Reminder Emails Template
Customer(s) will get first email reminder two days before the payment date.