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Payment Plan Control

Lets AP teams apply and manage instalment plans in a controlled, auditable way.

WHO IT'S FOR

AR and billing teams offering instalment payment plans to customers who need the invoice due-date schedule to reflect the actual plan-agreement date rather than NetSuite's default anchor.

WHAT IT DOES

Lets AP teams apply and manage instalment payment plans in a controlled, auditable way, keeping the invoice due-date schedule in sync with the actual plan-agreement date rather than NetSuite's default anchor date.

DEPENDENCIES

Source reference — 1 User Event (no SDF objects)

  • A custom Payment Plan record with source-invoice and terms fields
  • An invoice back-reference field
  • A pre-existing print-instalment-schedule checkbox field

WHAT IT COSTS

From £75/mo

Priced by tool complexity, with a one-time buyout option for accounts that prefer it. Talk to us for a quote specific to this tool.

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