Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.13.0. We recommend using the newest version of Creatio documentation.

How to set a template for the installment plan

Use the [Installment plan templates] lookup to set the installment plan template.

Example

Let's consider an example of a template setup according to which the order is performed in three steps:

  • 50% prepayment.

  • Complete delivery of all items within 5 days.

  • Payment of the remaining 50% on the next day after delivery.

1.Open the [Lookups] section. To do this, open the system designer by clicking the btn_system_designer.png button at the top right corner of the application. In the [System setup] block, click the [Lookups] link.

Note

You can set up access rights to this action using the [Access to “Lookups“ section] system operation.

2.Select the [Installment plan templates] lookup and click the [Open content] button.

3.On the opened page, click the [Add] button.

4.Specify the caption of the new template, for example, “50% prepayment”.

5.Click the btn_chapter_mobile_wizard_new_role00002.png button of the [Installment plan template steps] detail.

Note

The editable list is used on the [Installment plan template steps] detail. Read more about it in a separate article.

6.Specify the parameters of the first step:

a.Specify the “Payment“ step type.

b.Specify the step caption, for example, “Prepaid“.

c.Select the “Fixed date“ deferment type.

d.Specify the payment of 50% from the total cost.

e.Save the changes by clicking the button.

Note

How to use the installment plan fields and schedule the logic of these fields is described separately in terms of the [Installment plan] detail.

7.Add the second “Full delivery“ step and specify its parameters.

8.Add the third “Full payment“ step and specify its parameters.

As a result of setting up the “50% prepayment” template, the [Installment plan template steps] detail will be shown as in Fig. 1.

Fig. 1 Example of the installment plan setup for the "50% prepayment" scheme

faq_installment_plan_steps.png 

You can setup several installment plan templates according to the working process of your company. For example, create a template for the 100% prepayment scheme with monthly payments during the year that can be implemented in several steps.

See also

How to work with installment plan

How to use the installment plan template on the order page

How to distribute the products by the installment plan steps

How to add an invoice based on the installment plan step

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