Payment Plans

You use payment schedules to create a payment plan for orders. Payment plans are not related to payments and/or deposits but are a way to schedule ...

Payment Plan Percent vs. Fixed Percent

When you create steps in a payment schedule, you have two choices for a percentage calculation: Percent and Fixed Percent. This article describes t...

Billing Groups

You use billing groups with payment plans so you can invoice a percentage of a particular billing group within each payment plan step. For example,...

Consolidate Payment Plan Steps

You can consolidate payment plan steps that have the same due date into a single step. To configure this setting: Click the Accounts Receivable Co...

Customer Terms and Payment Plans

Customer terms determine the amount of time a customer has to pay an invoice once the invoice is issued to the customer. You can use customer terms...

Automatic Payment Plan Activities

You can create automatic activities so your users receive notification of payment plan due dates and/or issue dates. You can use wildcard accounts ...

Weekend and Holiday Due Dates for Payment Plans

You can configure payment plan step due dates to not fall on a weekend date or a holiday. Holidays are assigned on the Master Calendar. To configu...

Unable to Apply a Deposit to a Final Invoice

By default, you cannot apply deposits to final invoices. However, in those cases when you may need to do this, you can edit the transaction type to...

Final Payment in Plan is Not Set Up with All Posted Taxes Message When Creating Final Invoice

If you receive a "Final Payment in Plan (number) is not set up with all the posted taxes" message when creating the final payment plan invoice, you...

Payment Plan Tax Calculations

There are a few settings you can configure when using taxes on payment plans. Round Taxes At Payment Plan Level This setting determines how taxes a...