Creating Installment Plans
With Classcard, you can divide your invoices into smaller payments, which provides your customers with the choice to pay over a period of time.
To create installments:
Navigate to the Invoices menu on the left side of the screen.
In the All invoices page click on the row that corresponds to the invoice you want to add installments to.
On the invoice page, click on the Create an installment plan button.
⚠️ The ‘create an installment plan’ button will only be visible if there are no payments (even if failed) associated with the invoice. Please delete any payment records to see this option.
In the pop-up Add installments plan, the amount of the invoice will be pre-filled on the two installment plans by default.
Click on the Calendar icon to set the due dates accordingly.
To add another payment installment, click on the Add installment button. The payment amount will be distributed evenly, and you can specify the due date for the payment.
Then, click Save.
Then, on the invoice page, you can see the installments that are to be paid, and record payment accordingly.
💡 You can also add the installment amount manually or choose to round it off from the drop-down options.
💡 Students will receive automatic reminders from Classcard on the due dates for installment payments.
To create installments:
Navigate to the Invoices menu on the left side of the screen.
In the All invoices page click on the row that corresponds to the invoice you want to add installments to.
On the invoice page, click on the Create an installment plan button.
⚠️ The ‘create an installment plan’ button will only be visible if there are no payments (even if failed) associated with the invoice. Please delete any payment records to see this option.
In the pop-up Add installments plan, the amount of the invoice will be pre-filled on the two installment plans by default.
Click on the Calendar icon to set the due dates accordingly.
To add another payment installment, click on the Add installment button. The payment amount will be distributed evenly, and you can specify the due date for the payment.
Then, click Save.
Then, on the invoice page, you can see the installments that are to be paid, and record payment accordingly.
💡 You can also add the installment amount manually or choose to round it off from the drop-down options.
💡 Students will receive automatic reminders from Classcard on the due dates for installment payments.
Updated on: 23/06/2023
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