Kolleno makes it easy to set up flexible payment plans for your customers. You can either create a plan directly from an individual invoice or through the customer’s payments tab. Follow the steps below to configure installment schedules, customize amounts, and automate your payment plan reminders.
Ways to create a payment plan:
Option 1: From the customer’s invoice view, select an individual invoice to create a plan. You can either keep it to one invoice or add more.
Option 2: From the customer’s Payments tab, go to the Payment Plans section and create a plan that includes as many invoices as needed.
Step-by-step process:
Step 1: Set up the plan
Name your payment plan.
Select the invoices to include.
You can edit the amount for each invoice being added.
Step 2: Choose structure
Select the number of payments and the frequency (weekly, monthly, bi-monthly).
Kolleno will automatically split the total outstanding amount accordingly.
You can edit this structure later, even after activation.
Step 3: Review and adjust
Double-check the calculated dates and amounts.
If the total doesn’t divide evenly, you’ll be prompted to manually adjust one or more installments to cover the difference.
Once the total adds up correctly, save the plan.
Step 4: Activate and manage
The plan is now active and can be used in your automated workflows. Read more on how to use payment plans in automation.
You can view or edit the plan anytime from the Payment Plans tab within the customer’s profile.