In the new Point of Sale, you can add a regular series package with scheduled payments to the invoice. In this article, you will learn about the Payment Schedule window that allows you to edit or create a payment schedule.
For more information, learn how to sell a package with scheduled payments.
Some of the actions you can perform in the Custom Payment Schedule are:
View upcoming installments
View past payments
Add new payment date
Edit the date of the installment
Edit the amount to be paid for an installment
Edit the payment type for installment
View invoice total and amount scheduled
Collect payment for an installment
Delete an installment from the payment schedule
Delete the entire payment schedule
Here you can view all the upcoming installments for the package. It lists the date of installment, the amount to be paid, and a drop-down list from which to select the payment type for the installment. You can expand or contract the section to view or hide upcoming installment details.
In this section you can:
Here you can view the information for all the past payments that have been collected towards the package. You can expand or contract the section to view or hide past payment details.
New Payment Date
This option allows you to add a new installment to the payment schedule. You can define the date for the payment of the new installment, schedule the amount to be paid, and select a payment type for that installment. Or you can define these details before collecting the payment for the installment on its scheduled date.
This option allows you to auto-calculate the default values when you enter a custom payment amount, edit, delete and add a new installment.
Invoice Total and Amount Scheduled
These are the auto-adjusted values that show you the invoice total, the amount paid so far, the amount due to be paid, and the total scheduled amount.
Proceed to Payment
After selecting the scheduled installment from the Upcoming Installments section for which you want to collect a payment, you can use the Proceed to Payment option to collect payment and close the invoice.
This option allows you to delete the entire payment schedule in one go. It will delete all the upcoming installments. After you tap the button, a confirmation message appears asking you for your consent to delete the schedule.
Important: Once you confirm delete, you cannot undo the change.
In the end, when you are done editing the custom payment schedule, tap Save and Close to save all your changes.