You can choose to allow customers to make a payment proposal themselves. This gives them the flexibility to decide how and when they would like to pay. It is then up to you to approve or reject this proposal.
How do I enable customers to propose a payment plan?
You can enable this option in the administration settings.
Go to your 'Invoicing' settings on the left. Select 'Allow payment plan proposals'.
How can my customers propose a payment plan in the invoice portal?
If the setting 'Allow payment plan proposals' is activated, customers can select 'Propose a payment plan' in the invoice portal.
They can then choose whether they want to make a one-time delayed payment or, for example, opt for monthly or weekly payments. They also specify here over how many instalments they want to pay and on which day of the month they want the payment to be made. Lastly, it is required to specify a reason for proposing the payment plan. By clicking the 'Send' button, the customer confirms the proposal.
How will I know when a customer has proposed a payment plan?
The invoices for which a payment plan has been proposed will be blocked once the proposal is submitted. On the 'Invoices' page, you can use the filter 'Block reason' > 'Payment plan requested' to see which customers have made a proposal.
How can I approve or reject a proposed payment plan?
- Open the payment plan from the invoice page by clicking 'View payment plan' in the middle of the page.
- This takes you to an overview of the proposed payment plan. Review the details and decide whether you agree with the proposal.
- Choose how to handle the proposed payment plan.
- If you select 'Approve', the payment plan will start immediately. The instalments will be scheduled according to the customer's proposal. The customer will receive a confirmation email.
- If you select 'Reject', the payment plan will be declined. The customer will receive an email informing them of the rejection, so it is clear that the regular reminder process will resume.