---
title: Payment Plans - Using Manual Payments
description: Create and manage payment plans using manual payment methods in Class Manager. Learn how to record installments paid via cash or bank transfer.
---

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1. [Classic Class Manager Knowledge Base](https://help.classmanager.com/en?hsLang=en)
2. [Payments](https://help.classmanager.com/en/payments?hsLang=en)

# Payment Plans - Using Manual Payments

## Set up and manage payment plans for cash, bank transfer, or other manual payment methods

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 the owner 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

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