RecDesk Director Online Help

Making a Payment on a Payment Plan

Payment Plan Installments can be made manually by navigating to an Invoice that has a Payment Plan and by clicking on View Payment Plan or Make a Payment.

Basic Workflow

Once the payment is complete, the Outstanding Balance Due on the Invoice will be adjusted accordingly and the Invoice Due Date will be be changed to the date the next installment is due. Once the last Installment Payment is made, the Invoice Status will be set to Paid.