Installment Plans

Create Installment Plan

1. Open the invoice.
2. Select the Installment card.
3. Enter the first payment amount and date.
4. Choose a frequency: Daily, Weekly, Monthly, or Custom.
5. For a regular schedule, enter the installment amount.
6. For a custom schedule, enter the number of stages and distribute the remaining amount.
7. Review every stage's date and amount.
8. Confirm that the entire remaining balance is distributed.
9. Click Create Installment.

The schedule cannot exceed the application's stage limit. The final stage may be adjusted for rounding so that the schedule matches the amount due.

Review or edit an installment plan

Open the Installment card on an invoice that already has a schedule. Review the first payment, frequency, stage dates, amounts, and each stage's status.

Unpaid stages may be editable when the invoice permits it. Paid stages may be locked. Save changes only after confirming that the complete balance is distributed correctly.

Delete Installment Plan

Delete an installment plan only when the schedule was created in error or the invoice should return to a normal payment flow.

Find installment invoices

Installment invoices can appear as a grouped record in the patient's invoice list. Open the group or its individual invoice to review the schedule and the status of each stage.

An installment schedule does not replace the invoice. It defines when the balance is due; payments still appear in the invoice's Transactions section.