Payments — advanced
Instalment plans
Customers' instalments: due dates, reminders and overdue payments.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
Every week, and when a customer pays an instalment late.
Step by step
- 1
Review plans by the next due date.
- 2
For a manual reminder, click Remind next; send the Customer page link to the customer.
- 3
Default instalment count, interval and Grace before overdue (days) are in Payment settings.
Common mistakes
- Waiving an instalment (Waive next) can't be undone; be sure first.