The Payment Plan feature allows you to create an easy way for customers to pay off existing invoices in partial amounts over time. 


The Payment Plans screen shows customers with payment plans, the future and current payments, and closed payment plans. For each list, you can search for a specific item, sort the list of customers or payments, and delete an automatically generated payment plan invoice.


To open the Payment Plans screen, select the Payment Plans option from the left navigation area.


A sample Payment Plans screen is illustrated below.


The following video explains the Payment Plans process and procedures.