Installment Plans
Installment Plans let an invoice be paid in scheduled amounts instead of all at once — useful for larger charges like annual fees, package bundles, or Store orders.
🔛 Enabling installments
Go to Settings → Billing → Installments to configure:
Setting | Description |
|---|---|
Allow installment plans for | Which payable types can use installments (e.g. Store Orders, Class Fees, Package Purchases) |
Allowed plan lengths | The installment counts buyers/admins can choose. 1 means pay-in-full |
Schedule mode | How due dates are calculated — the same day each month as the order date, the 1st of each month, or the last day of each month |
Downpayment required | When on, the first installment is collected at checkout; when off, all installments can be deferred |
Receipt mode | Per installment — each paid installment gets its own receipt; On completion — one receipt once the final installment clears |
Payment reminders | Configurable schedule for automated reminder emails before/after each due date |
📅 Creating an installment plan
For a store order, the buyer picks an installment plan during checkout — only plans available on every item in the cart are offered.
For an existing invoice, an admin can convert it:
- Open the invoice in the payment detail dialog
- If installments are enabled for that payment type and the invoice is still unpaid, a Convert to Installments button appears
- Choose the number of installments — a preview shows how the total splits
- Confirm
The total is split evenly, with any rounding remainder absorbed into the first installment.
📊 The installment schedule
Once a plan exists, the invoice shows an installment schedule with one row per installment — sequence number, due date, amount, status, and a progress summary (e.g. "3 of 6 paid").
Installment statuses
Status | Meaning |
|---|---|
Pending | Not yet due or not yet paid |
Paid | Settled |
Overdue | Past its due date and unpaid |
Waived | Written off by an admin — not collected, not refunded |
Cancelled | Removed from the schedule |
If any installment is overdue, the parent invoice shows as Overdue.
🔧 Admin actions per installment
Each installment row has an actions menu:
Action | What it does |
|---|---|
Mark as Paid | Record payment — choose method, paid date, optional reference and notes. A receipt is generated (in per-installment receipt mode) |
Waive | Write off the installment without collecting it |
Cancel | Remove the installment from the schedule |
Restore | Return a waived or cancelled installment to Pending |
Download / Resend receipt | For paid installments |
Members see the same schedule in My Payments as read-only, with a Download receipt button on paid installments.
📧 Reminders
Automated reminder emails are sent to members around each installment's due date, configurable in settings.
Disabling installments for a payable type only stops new plans. Plans already in progress continue on their schedule until complete.