Payment Plans
- Use Cases
- Download Links
- Video - Product Demo
- Product Screenshots
Use Cases
Customer Prepayments, Deposits, and Retainers
- Create Installment Payments for Sales Orders and Invoices
- Create Installment Payment for Purchase Orders and Invoices
- Utilize Payment Terms to create payment plans for Purchase and Sales Documents
- Payment plan will result in multiple installment payments from Sales and Purchasing Documents
- Resulting Ledger Entries will have one Customer/Vendor Ledger Entry per payment plan line
- This will allow for separate cash/payment applications and also allow for separate lines to show up on statements
Download Links
Download from AppSource Access Setup and User Guide
The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com.
Video - Product Demo
Payment Plans - Setup and Overview
Payment Plans - Toolbox Tuesdays Episode 16
Product Screenshots
