About the Payment Plans Module

 

A payment plan defines the terms in which the customer will pay for the fees stated in the agreement, specifically the percentage and timing of each payment. For example, a customer may have to pay 30% of the license fees upon the signing of the contract, a further 20% after the completion of the planning and configuration workshops, and.the remaining 50% after the technical installation is completed.

 

Payment Plans are created in the Agreements module and generated after an Agreement has been approved based on the payment terms in the agreement.

 

The functions available under this module include:

Generating a New Payment Plan - Create and submit a new Payment Plan in the CRM system.

 

Search for a Payment Plan - Use filters to search for specific payment plans.

 

View a Payment Plan - View the details of a payment plan that has been logged in the CRM system.

 

Edit a Payment Plan - Edit the details of a payment plan.

 

Delete a Payment Plan - Delete a payment plan in the CRM system.

 

 

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