View Installment Plan

Explanation

Use this activity to view the installment plan for B2B customer invoices. This activity is intended for a B2B user acting as a B2B customer.

You can perform this activity from the lobby page Order Management for Customers and lobby link: Open, Overdue or Payment Due in 30 Days from lobby element: Invoices.
Use the Installment Plan command to open the Installment Plan page.

Note: If a single invoice contains multiple installments, then the installment plan shows the due installments, overdue installments, partially paid installments and paid installments. If it is partially paid, the installment plan will be divided into two groups: due and paid installments.

Note: In the installment plan card, the user will be able to see the discount that will appear closest in time for each specific installment ID. When one discount date is in the past the next one in order will appear on the card.

Prerequisites

• In the Customer page, the B2B option must be enabled for the appropriate customer.
• Only invoices connected to the user’s default customer, set up in B2B User – Customer page, are presented.
• Only customer invoices connected to the user connected companies, are presented.
• At least one customer invoice in status Printed, Posted/Auth or PartiallyPaid/Posted should be existed
• The invoice needs to contain at least one unpaid installment

System Effects

N/A

Pages

Installment Plan

Activity Diagrams

View Customer Invoices, B2B