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Payments

Collections, trials, partial payment, editing and reconciliation

The Payments Page

The sub-tabs (To collect, In trial, Collected, Reconciliation), filters and totals

Payments To Collect

Confirmed payments awaiting collection, with cards, table and the overdue rule in the agency time zone

Payments In Trial

Payments of clients in trial and actions on the first installment

Collected Payments

The collection register, Reversed and via Stripe badges, and undo

How to Mark a Payment as Collected

The collection procedure, full or partial, and commission generation

Partial Payment and Remainder Due Date

Collect only part of an installment and schedule the remainder's due date

Edit a Payment's Amount and Due Date

Fix the amount or date of an installment and recalculate the schedule

Automatic Payment Generation

How installment plans are created (upfront and monthly) and when they regenerate

Your Payments (Salesperson View)

The payment sub-tabs from the Setter and Closer point of view