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.