Payment Options

💬 General Discussion
1

How can I make the contract in installments?
customer payment amount: 1200 usd.
100 usd each month.
reminder every month.

sorry for my bad english.

2

Hi @mta,

You could use workflows to automate the creation and email of invoices each time a date comes around.

Maybe try adding some new fields to your contract;

  • Payment Date (Handles which date of the month you want the payment to be invoiced)
  • Monthly Installment (The value to charge each month)
  • Total paid (Totaly value of the monthly installments so far)

And in your workflow;

  • Check for a contract whose status is “unpaid”, that payment date is today and where the total paid is not yet the same as the standard contract value.
  • If this is the case create an invoice, and email this record (or a custom template) forward to the client.

Clearly this would probably need a couple of workflows, maybe some more fields but I’d say is fully possible from Suite.

Hopefully, this points you a tad closer to your goal but if not and you are unsure about using out-of-the-box modifications you could look at a bespoke method via a consultant or one of the many payment plugins on the SuiteCRM Store.

If you have any questions, please let me know!

3

how can I do that ? I just looked at the admin section. I couldn’t find how to edit the contract.

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