Payment Plans
Your go-to resource for using payment plans in Kolleno.
5 articles
How to Set Up a Payment PlanCreate and manage flexible payment plans with single or multiple invoices in just a few steps.
How to Build Automations for Payment Plan Creation, Reminders, and CompletionAutomate workflows for payment plan creation, reminders, and overdue follow-ups.
How to View, Edit, or Cancel a Payment PlanManage, update, or cancel active payment plans anytime from the customer's hub in just a few clicks.
How Automatic Charging Works for Payment PlansKolleno automatically charges due installments on payment plans using saved card or direct debit methods.
Send Manual Emails with Payment Plan DetailsAttach specific payment plans to manual emails and use smart fields to share installment details with your customers.