Payment schedule on an invoice
How to split an invoice into several instalments in Vporiadku, each with its own date, amount and PAY by square QR code, and how payments and reminders follow them.
When you agree with a customer that an invoice is paid in several parts, set a payment schedule on it. Each instalment has its own date, amount and its own QR code on the PDF.
Step by step
Create the invoice as a draft
Instalments are set before the invoice is issued. Open the draft in Invoices.
Open the payment schedule
On the invoice page, in the Payment schedule card, press Set up instalments.
Choose the number and the dates
Enter the number of instalments: the amount is split evenly at once, monthly from the first date. You can change the dates and the amounts. Split evenly splits them again after your changes.
Save
Press Save instalments. The last instalment is always the remainder, so the sum matches to the cent. The invoice falls due on the date of the last instalment.
Issue the invoice
The PDF prints a table of the instalments with a QR code beside each one not yet paid.
How payments are counted
You do not assign payments to instalments by hand. Every recorded payment (by hand, from the bank or by card) pays the first open instalment before the next one. Each instalment shows Paid, an amount left, or To pay.
Reminders and QR codes
- Automatic reminders count from the date of the instalment due next and ask for what is left of it, not for the whole invoice.
- The QR code in the e-mail and on the customer page is for the instalment due next.
- On their invoice page the customer sees every instalment and what is paid of it.
Good to know
- A payment schedule is for invoices only, not for proformas or advance invoices.
- It has 2 to 24 instalments. Once the invoice is issued it does not change, like nothing else on an issued invoice.
- The final notice of an invoice paid in instalments states no late payment interest, because it would also count instalments not yet due.
Frequently asked questions
- Which plan has the payment schedule?
- Profi.
- What if I change the invoice amount after setting the instalments?
- While the invoice is a draft, the last instalment takes the difference. If the amount drops below the first instalments, the last ones fall away. Check the schedule and save it again.
- How do I remove the instalments?
- On the draft invoice press Remove instalments. The invoice is then due at once.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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