🚀 Payment plans
This functionality is currently available in beta version.
Would you like to activate it? Contact our chat or send an email to [email protected].
Do you have customers who struggle to pay outstanding invoices? You can now split those payments into specific installments. From now on, Zero Friction allows you to flexibly create payment plans from multiple places: on the customer file, the invoice page, or within the collection cycle. You can process multiple invoices in one plan and apply consistent rules across your entire portfolio.
Discover the possibilities:
User-friendly wizard: creating a payment plan starts from an intuitive setup with all important information in one overview (outstanding balances, payment history, active cases). You can easily start a new payment plan from a customer, an invoice, a collection case, or in the payment plans overview.
Start a payment plan via the 'more' button on a customer's detail page
Assign an outstanding invoice to a payment plan
Or create a payment plan from a collection cycle
Smart rules & approvals: thanks to configurable limits for duration, amounts, and deadlines, you can work from a specific standard and apply rules consistently. Additionally, exceptions are always possible.
Go to Configuration>Payments>Payment plans to set your rules.
Clear status overview of installments: payment plans are easy to track in the convenient new overview that you can access via Collections>Payment plans.
Automated communication: reminders and cancellations are sent automatically, both for direct debit and manual payments. Through the templates, you can customize the communication to your needs.
Go to Configuration>Communication>Templates>Payment plans to review and possibly adjust the templates that are sent automatically to your company.
Speed up through automation: from automatic cancellation for overdue installments, automatic recalculation of due dates, to template-based messages for various events in the payment plan.
