For the Group Plan, we always want to have the ability to create charges or payments for the partner. So that we can better control the financial detail of a single plan.
Once a plan's contract item and instalment have been set up, we can have the ability to charge/ add a payment to that partner.
Add charge
On the top right corner, we can see the button "Add charge/payment", click on it then click on the 'Add charge'
Then we can see the modal to add a charge to this plan:
Very similar to the modal in booking detail, you need to choose a sales item, type in the amount and add some description to it.
Once you submit, the charge will be added to this plan, and you should be able to see it in the list of payment items:
Add payment
It's the same location as the 'charge', you can find the button 'Add Payment'. Click on it then you'll see the modal to add a payment:
Still, it's the same process as the 'add payment' on the booking detail page:
- payment amount
- payment method
- description
Once you submit, the payment will be ready to be allocated to an invoiced/overdue payment item
Note: The payment will be added only when the allocation has been made.