{"id":21544,"date":"2024-08-26T07:48:03","date_gmt":"2024-08-26T07:48:03","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%a7%d9%84%d8%a3%d9%82%d8%b3%d8%a7%d8%b7-%d9%88%d8%a5%d8%af%d8%a7%d8%b1%d8%aa%d9%87%d8%a7-%d8%b9%d9%84%d9%89-%d8%af%d9%81%d8%aa%d8%b1%d8%a9\/"},"modified":"2025-02-08T15:20:15","modified_gmt":"2025-02-08T15:20:15","slug":"adding-and-managing-installments","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-managing-installments\/","title":{"rendered":"Adding and Managing Installments"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1739025554804{margin-left: 200px !important;}”]Through the system, you can add an installment agreement to invoices, streamlining the installment process and facilitating payment. The system automatically reminds customers of their installments regularly, helping you collect timely payments without delays. Additionally, you can download the agreements and installments in an Excel file for continuous tracking.[\/vc_column_text][vc_custom_heading text=”How to Add an Installment Agreement to an Invoice” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1724660027940{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1739026362825{margin-left: 200px !important;}”]<\/p>\n

Click on “Manage Invoices<\/strong>” under the “Sales<\/strong>” dropdown menu in the main menu, and select the invoice to which you want to add an installment agreement, provided that this invoice has not been fully paid.<\/p>\n

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Click on the\u00a0 “Set Up Installment Agreement<\/strong>” button.<\/p>\n

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Enter the required data to create the installment agreement as follows:<\/p>\n