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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
  • On each installment's due date, the installment is generated automatically each day, and the customer is sent an email reminder. No action is needed from you
  • Payments are not collected automatically
  • Customers are responsible for paying each installment
  • 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 a customer wants to pay before the due date, you can generate the installment early (see below)
  • 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. If the installment hasn't been generated yet (for example, the customer is paying before the due date), you will need to generate it first::
    • Click Generate next installment or
    • Click Generate all installments
  5. Click on the 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 marked as paid once payment is received
  • Installments are generated automatically on their due date, and the customer is emailed a reminder
  • Generating installments early (using Generate next installment or Generate all installments) also sends the customer a reminder email