In this article, you'll learn how to create a manual instalment payment in Plug&Pay. This is useful when you want to create an instalment for a customer without sending them to the checkout.

Navigate to Sales > Instalments and click Create instalment payment.

You'll land on a page where you fill in the customer details and order content.

Fill in the customer details as completely as possible.

Here you can set up the order details as you wish.

Company name/VAT ID: Optionally enter a company name and VAT ID here, and choose whether to reverse VAT for the order. Read more about reverse-charging VAT in the article Managing VAT settings.

Reference: Optionally add a reference to the order.

Labels: If desired, choose one or more labels here, or add a new label by typing it and pressing Enter.

Notes: Optionally add important notes to the manual instalment here.

Choose the product. You can only select products here that have been set up as an instalment payment.

Select the term. The set term options of the product are shown here.

Finally, choose the start date. No direct debits are processed on the 31st of the month. The instalment payment will continue automatically every month until the number of instalments has elapsed.

Indicate here whether this is a test order. Enable Automatically email an order confirmation with PDF invoice to send the invoice to the customer right away. If you leave this option off, you'll send the invoice manually later.

Set the payment method here. If you want to obtain a mandate from the customer for the instalment payment, choose Mandate and fill in the name and IBAN.

Finally, click 'Save' to create the subscription.