View Installment Plans
An installment plan splits what a customer owes on an invoice into scheduled payments. This capability opens the Installment Plans page under Money, where a provider can see every plan for their customers.
The list can be narrowed by Status, by the Auto-Charge filter (whether automatic payment is on), and by a Search. The page also shows an Overdue Payments tile counting installments that are past due and unpaid; if that count cannot be read, the tile is left empty rather than showing a made-up number.
Opening a single plan shows its terms and its payment schedule, with the status of each installment. A plan that the customer has not yet accepted is labelled as awaiting acceptance.
Setting up a plan from an invoice is a separate action. So are suspending, resuming or cancelling a plan, and recording a payment against an installment.