How to work with an installment plan
The installment plan detail of the order page is used in Creatio to store the delivery and payment information of the order. You can store information about the amount, actual end date, and deferment period for each step of the payment and delivery schedule arrangements.
You can populate the installment plan either automatically or based on the previously added template. For example, if your company uses a product delivery scheme of 50% prepayment from the cost of the products in the order, you can set the corresponding template of the installment plan and use it on the order page.
Contents
•How to set a template for the installment plan
•How to use the installment plan template on the order page
•How to distribute the products by the installment plan steps
