It may happen that you want to manually create an instalment order for a customer. In this article I will explain how to do this.
Selling instalment payments is part of Plug&Pay Premium & Ultimate. Are you using Plug&Pay Lite? Upgrade to Premium or Ultimate to use this feature.
An Order in Instalments
In Plug&Pay you can offer products in instalments. This allows you to offer a (more expensive) product and lower the barrier for purchasing it. You can offer up to 12 instalments. An instalment is a period of 1 month.
If you want to read more about offering and creating a product with instalments, see this article.
Manually Creating an Instalment Order
To create an instalment order, open the tab Sales > Instalment payments and click the Create instalment payment + button.
The page then opens where you can enter all the details for creating the order.
Under the customer details, fill in the customer's information as completely as possible. If you are processing an order for a business customer, the VAT ID field will appear as soon as the company name is filled in.
Under the product to be ordered, fill in the details about the product. Here you select the product, the number of instalments, and the quantity of products. You can also set the start date of the instalment order.
You can only select a product if you have created a product and are offering it in instalments.
Under the 'Emails & processing' heading, you can indicate whether it is a test order or not. This is not necessary if you are in test mode - then all orders are test orders.
When you automatically send an order confirmation with PDF invoice, a standard order confirmation email with invoice is sent to the customer. If you do not tick this, you can send the invoice to the customer manually yourself.
The invoices for the subsequent instalments are sent automatically, unless you have disabled invoice sending for automatic direct debits via the Email settings.
ℹ️ All webhooks and rules set up for the product will be executed automatically.
Finally, set up the payment details. You can choose to send the invoice + payment link after creating the order. If you choose to send the first invoice to the customer yourself, you can find the payment link after creating the order in the order information. All subsequent orders are collected automatically.
The other option is to choose payment by authorisation. This is only possible via IBAN. You need permission from the customer for this. It is important that you enter the correct details.
Don't forget to save the order via the save button at the bottom right.
After saving, the order is created and you can find the entire order via the Instalment payments tab.
❗ Please note: If you also offer a product in instalments as a one-off and want to process an order for this product, you must do this via the Orders tab > Create order! See this article for this.