For the Group Plan, we always want to have the ability to set contract terms and an instalment plan for the partner. So that we can have a better understanding of the financial detail of a single plan.
Once a plan is created, we can start to set up the financial balance detail from the sidebar.
1. Set the contract terms
We can set up the contract terms of this plan via the modal below:
- There are 'Room Type', 'Price', 'Num of beds' and 'Date range'
- You can also add some services to it if that's what you want
This modal is more like a calculator which helps you to get the total value of this plan, this also helps us to set an instalment plan in the next stage.
In my example, you can see we created two rows of contract terms, and the total value of this plan will be the sum of the two records.
Ok, in this way, we can set up the contract terms in Finance balance and the next stage is to set up the instalment plan.