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 the contract term is set up, we can start to create an instalment plan for this plan. After that, your partner can start to pay for the plan based on this instalment.
1. Start to set up
When you finish the contract terms part, you should be able to see a banner saying: 'Ready to set up your Instalment Plan?'
On its right side, there will be a button called 'Set instalment plan', that's where we start our journey.
2. Set the instalment
Clicking on the button, a new modal will be opened:
- Instalment Type:
- Customize: means you can choose the nums of instalments
- Full: means there will be only one instalment
- Total contract value:
- It's fixed and comes from the contract terms we just set up
- Plan detail
- Just like a booking, you can set up all the configuration you like here
3. Settings completed
After submitting the instalment set up and going back to the Finance Balance, we can find some differences from before:
- The contract status is 'Confirmed'
- There are several balances in this plan, just like a booking
- On the right top corner, a button called 'Add charge/payment' appears