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Offer payment flexibility with Installments

Set installment agreements on invoices

Easily set installments on unpaid or partially paid invoices, specify the period of installment and the amount to be paid and find automatically generated installments based on the total invoice amount.

Edit for more flexibility

A Client’s decided to pay installments in advance or extend the due date? Installment agreements are extremely flexible and modifiable. Easily edit the installment amount, due dates or the agreement itself to suit changes in clients’ payments.

Know more about flexible installment setting

Keep track of client payments

Monitor client payments while the system automatically updates payments’ statuses whether unpaid, paid, complete or overdue. Track activity logs and employees’ payment entries.

Collect payments on time

With automatic installments set-number of regular payments and payment auto-updates and notifications, add client payments and never miss out on an installment payment due date.

Find out more about tracking installed payments

Provide online client payment

Offer clients the facility of fulfilling payments online, at their own comfort using their own version of the system. Payments are trackable, so you know who paid how much and when, and updated with payment status.

Receive due payment date notifications

Stay always informed with auto-notifications that report late and overdue client payments. Track installments listings and find out specific payment status per installment.

Explore the installment management features
Installment and Cash Management
Installment Sales Integration
Flexible Installment Periods
Modifiable Installment Payment
Trackable Payment Status
Activity log monitoring
CRM integration

Installment and Cash Management

Manage installment agreements, installment loans, payments, view a full list with the installments and updated payment status.

Installment Sales Integration

Installment business software integrated with the Sales and invoicing module ensures easy installment setup in alignment with Sales records and reports.

Flexible Installment Periods

Flexible installment payment management time frame; weekly, bi-weekly, monthly, quarterly, or yearly.

Modifiable Installment Payment

Edit payment plans, amount or due date to suit your clients’ needs. Changes reflect in upcoming installment payments.

Trackable Payment Status

Updated payment status in real-time so you never miss out on a client payment due date.

Activity log monitoring

Monitor activity log, employees’ history of payment entries, clients installment payments, start and due date and status of each installment.

CRM integration

Installments are interlinked with the clients’ database so you can easily install any client business transaction through invoices.

Can I accept Installment payments online?

Can I import my data to the system?

Are late payment fees applicable in installment management?

Are installments only applicable on product purchases?

Can I use different currencies?

Are installments integrated in Profit & Loss reports in enerpize?

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Can I accept Installment payments online?

Yes, enerpize offers various online payment gateway options, such as PayPal, eWay, Paymate, Authorize.net, and Stripe, for simple and secure online transactions. Your clients can also be given options to pay offline by cheque or direct bank deposit with an easy process to receive payments, confirm and set any installment as paid.

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Can I import my data to the system?

Yes, you can import data into enerpize from a .csv file. Other data types used for your invoices, quotes, sales orders, suppliers, items, can also be imported and integrated into the system.

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Are late payment fees applicable in installment management?

Yes, invoice your clients with your payment terms and conditions including your late payment fees on installments and notify clients.

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Are installments only applicable on product purchases?

Not only product purchases, installment management supports any purchase made by clients including installing products purchase, services purchase, membership and packages payments,

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Can I use different currencies?

Yes, you can use multiple currencies and taxes. Set default currencies for specific clients and invoices. Generate statements and reports related to each currency used.

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Are installments integrated in Profit & Loss reports in enerpize?

Yes, enerpize makes it easy to keep a close eye Sales performance with Profit & Loss reports integrated with installments. Display your total revenue, expenses, and your net income. Choose your income from invoices and a date range to let our reports calculate your net profit. How much your business has spent versus. earned can be neatly displayed over your selected period of time.

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