{"id":11752,"date":"2024-03-19T09:39:29","date_gmt":"2024-03-19T09:39:29","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=11752"},"modified":"2024-03-24T10:53:58","modified_gmt":"2024-03-24T10:53:58","slug":"installment-agreements","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/installment-agreements\/","title":{"rendered":"Installment Agreements"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Daftra enables your clients to explore the convenience of installment payments when they shop online. They can break down their purchase into manageable chunks, making high-quality products more accessible to them. Daftra will also assist you in managing these installments easily using the Daftra Installment Management app.[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<ul>\n<li><strong>Before starting, make sure that the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-installments-management-app\/\">Daftra installment management app<\/a> is enabled.<\/strong><\/li>\n<li><strong>For more info about creating an invoice, please refer to the <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-an-invoice\/\">\u201cCreating a Sales Invoice\u201d <\/a>guide.<\/strong><\/li>\n<\/ul>\n<p>[\/vc_message][vc_column_text]After you create the sales invoice, follow the below steps to add an installment agreement.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1711277377498{margin-left: 200px !important;}&#8221;]<strong>You can\u2019t create an installment agreement for a fully paid invoice.<\/strong>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;How to Set-up an Installment Agreement&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711277621442{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<ol>\n<li aria-level=\"1\">From the main menu, click on<strong>\u00a0\u201cSales\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Click on\u00a0<strong>\u201cManage Invoices\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Click on the required invoice that you wish to add an installment agreement.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11755\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-1.png\" alt=\"\" width=\"1351\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-1.png 1351w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-1-300x141.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-1-1024x480.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-1-768x360.png 768w\" sizes=\"auto, (max-width: 1351px) 100vw, 1351px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li aria-level=\"1\">Click the<strong>\u00a0\u201cSet Up Installment Agreement\u201d<\/strong>\u00a0button at the top of the invoice information.<\/li>\n<li aria-level=\"1\">Enter the required data for creating the installment agreement as follows:<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11758\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-2.png\" alt=\"\" width=\"1163\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-2.png 1163w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-2-300x163.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-2-1024x557.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-2-768x418.png 768w\" sizes=\"auto, (max-width: 1163px) 100vw, 1163px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li aria-level=\"1\"><strong>Installment Amount:<\/strong> Enter the amount the client will pay for each installment period.<\/li>\n<li aria-level=\"1\"><strong>Period of Installments:<\/strong> Select from the menu the installment period for the client.<\/li>\n<li aria-level=\"1\"><strong>Installment Start Date:<\/strong> Select from the calendar when the client will start paying the installments.\n<ul>\n<li aria-level=\"1\"><strong>Note:<\/strong> the system will calculate the installment count automatically based on the installment amount and the total overdue amount for the client. At the same time, the end date will be set based on the auto-calculated installment count in addition to the installment period that you have selected.<\/li>\n<\/ul>\n<\/li>\n<li aria-level=\"1\"><strong>Notes:<\/strong>\u00a0Enter any notes related to the installment agreement if there are any.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Click on the<strong>\u00a0\u201cSave\u201d<\/strong>\u00a0button.[\/vc_column_text][vc_custom_heading text=&#8221;Paying an Installment&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711277500842{margin-left: 120px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<ol>\n<li aria-level=\"1\">From the main menu, click on\u00a0<strong>\u201cInstallments Management\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Click on\u00a0<strong>\u201cInstallments\u201d<\/strong>.<\/li>\n<li aria-level=\"1\">Click on the installment that you want to pay.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11765\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-4.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-4.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-4-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-4-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-4-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/li>\n<li aria-level=\"1\">Click on the\u00a0<strong>\u201cPay\u201d<\/strong>\u00a0button.<\/li>\n<li aria-level=\"1\">Enter the installment payment info as required.\n<ul>\n<li aria-level=\"2\">Note: for more details about adding a payment to an invoice, review the\u00a0<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-payment-to-an-invoice\/\">\u201cAdding a Payment to an Invoice\u201d<\/a>\u00a0guide.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11773\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-5.png\" alt=\"\" width=\"1209\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-5.png 1209w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-5-300x157.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-5-1024x536.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Online-Stores-5-768x402.png 768w\" sizes=\"auto, (max-width: 1209px) 100vw, 1209px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><strong>Amount:<\/strong> Enter the installment amount<\/li>\n<li><strong>Date:\u00a0<\/strong>Add the payment date<\/li>\n<li><strong>Payment Method: <\/strong>Choose from the list the client&#8217;s payment method<\/li>\n<li><strong>Payment Status: <\/strong>Choose from the statuses list the current payment status<\/li>\n<li><strong>Collected By: <\/strong>The amount receiver<\/li>\n<li><strong>Ref. No.:<\/strong> Provide the reference number associated with the transaction.<\/li>\n<li><strong>Payment Details:<\/strong> Specify any relevant payment information.<\/li>\n<li><strong>Receipt Notes:<\/strong> Include any additional notes or comments related to the receipt for clarity and reference.<\/li>\n<li><strong>Attachments<\/strong>: Attach any supporting documents that accompany the transaction.<\/li>\n<\/ul>\n<p>Click on the<strong>\u00a0\u201cAdd Payment\u201d<\/strong>\u00a0button.<\/p>\n<p>The system will change the installment status from\u00a0<strong>\u201cUnpaid\u201d<\/strong>\u00a0to\u00a0<strong>\u201cPaid\u201d<\/strong> add this paid amount to the invoice info and deduct it from the due amount.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5239],"tags":[],"class_list":["post-11752","user_manual","type-user_manual","status-publish","hentry","category-online-store-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Installment Agreements - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/installment-agreements\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Installment Agreements - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra enables your clients to explore the convenience of installment payments when they shop online. 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