RecDesk Director Online Help

Creating a Payment Plan for an Invoice

To create a Payment Plan for an Invoice, navigate to an Open or Overdue Invoice and click on Actions, Create Payment Plan. Then select the type of payment plan you want to create for the Unpaid Balance of the Invoice by either selecting a predefined Payment Plan Template from the drop down, OR clicking Create Custom Payment Plan. Both options will allow you to edit the Payment Plan, but choosing a template will prefill some of the options.

Basic Workflow