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Setting Up an Installment Plan

If you are creating an invoice and you plan to set up installments, you set up the payment plan after you save the invoice with Installment billing selected as the Payment method.

To set up installment payments:

1. In the Invoices dialog box, create the invoice.
2. Specify Installment billing as the Payment method.  
3. After completing the invoice, click Save.
4. In the Invoice Installment Plan dialog box, in the Installment Setup area, select the total number of installments in the Total Installments list, the Payment Frequency, the First Payment Due date, and the Down Payment amount, if any.  
5. To have Brass Jacks Bookkeeper to automatically complete the payment fields with equal payment amounts, click Distribute balance equally.
6. To manually enter payment amounts so that you can specify the exact amount each month, complete each payment box. When finished, verify that the Total Payments at the bottom equals the Invoice Total displayed.
7. Click OK.