Finance - Payment Plan Editor

Finance - Payment Plan Editor

Menubar buttons

Add Instalment button

Adds a new instalment to the plan

Delete Instalment button

Deletes an existing Instalment

Delete Plan button

Deletes the entire Payment Plan from the current order

Instalment layout

Description: Enter your own description for the instalment in this field, or use the default one provided.

Net: Enter a Net amount payable for the Instalment. The VAT value and Gross field will adjust accordingly after you click or tab to another area in the window.

VAT: This displays the amount of VAT.

Gross: Enter a Gross amount payable for the Instalment. The VAT value and Net field will adjust accordingly after you click or tab to another area in the window.

Calculator button

Click this icon to open up the Payment Plan Calculator.

Instalment details…

Click the arrow to view and edit further details about the Instalment.

  • Comments: Enter any comments you would like to add to the Instalment for your reference. These comments will appear on the invoice under the instalment section.
  • Invoiced: Check the box to mark the Instalment as invoiced, then set an invoice date using the Date Picker. Alternatively, if you print the invoice for this instalment, Easify will automatically insert the day you printed the invoice in this field.
  • Paid: Check the box to mark the Instalment as paid, then select a Paid date using the Date Picker. Alternatively, if you process a payment though the ‘Take payment for this Order’ button on the Edit Order window or through the Point of Sale, the instalment will be automatically marked as paid and the date paid field will be completed with the date you took the payment.
Please note – if you use VAT Cash Accounting and are using Easify to generate your VAT return, just marking an instalment as paid will not enable the instalment to show in your VAT return. You will also need to process a payment for the instalment.

Difference row

This will display the difference, if any, between the sum of all the Instalments and the order total. If the row is green then there is no difference, otherwise it will turn red and display the amount of difference.

Order Total row

This row displays the Net, VAT amount and Gross figures of the order total.

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