Payment Plans - Using Manual Payments

You can create payment plans for customers who prefer to pay via manual methods such as cash, bank transfer, or other payments.

Unlike card or direct debit payments, installments are not collected automatically and must be recorded manually once payment is received.

Creating a Payment Plan with Manual Payments

1. Go to Billing → Payment Plans
2. Click Create
3. Select the customer
4. Choose Manual as the payment method
5. Select the invoice (or confirm the amount)
6. Enter:
   • Number of installments
   • Start date
   • Frequency (daily, weekly, fortnightly, or monthly)

The system will calculate the installment amounts and schedule.

How Manual Payments Work

• Installments are scheduled based on your setup
• Payments are not collected automatically
• Customers are responsible for paying each installment
• Installments must be generated by an admin or staff member before they can be paid or marked as paid
• If debit/credit card payments are enabled, customers can pay via the portal - but only after the installment has been generated. This differs from card-based payment plans, where payments are charged automatically.
• If the customer does not pay via the portal, you can record the payment manually using the steps below.

Recording a Payment

Once a customer has paid (e.g. cash or bank transfer), you’ll need to mark the installment as paid:

1. Go to Billing → Payment Plans
2. Click View All
3. Select the customer's payment plan
4. Generate the installment:
   • Click Generate next installment or
   • Click Generate all installments
5. Click on the generated installment
6. Click Mark as Paid
7. Enter the payment details (method and date)
8. Click Mark as Paid again

Important Notes

• Payments will not be collected automatically
• Installments must be generated and marked as paid manually
• Make sure to record payments promptly to keep records accurate