🚀 Payment plans - available in Beta
This functionality is currently available in beta.
Want to activate this? Contact our chat or email [email protected]
Do you have customers who are having trouble paying outstanding invoices? You can split the payment into installments.
Zero Friction now allows you to flexibly create payment plans from multiple locations: in the customer file, the invoice page, or within the direct debit cycle. You can process multiple invoices in a single plan and apply consistent rules across your entire portfolio.
Discover the possibilities:
User-friendly wizard: Creating a payment plan starts with an intuitive setup that displays all the important information (outstanding balances, payment history, active cases) in a single overview. You can easily start a new payment plan from a customer, invoice, collection case, or from the payment plan overview.
Start a payment plan via the 'more' button on a customer's details page
Assign an outstanding invoice to a payment plan
Or create a payment plan from a direct debit cycle
Smart rules & approvals: Configurable limits for duration, amounts, and deadlines allow you to work from a standardized approach and apply rules consistently. Exceptions are always possible.
Go to Configuration > Payments > Payment Plans to set your rules.
Clear status overview of the installments: payment plans are easy to follow in the handy new overview that you can consult via Collection>Payment plans.
Automated communication: Reminders and cancellations are sent automatically, both for direct debit and manual payments. You can customize the communication using templates.
Go to Configuration > Communication > Templates > Payment Plans to view the templates that are automatically sent and customize them to your business if necessary.
Gain speed through automation: from automatic cancellation for overdue installments, automatic recalculation of due dates to template-based messages for different events in the payment plan.