Do your clients need to make smaller payments over a period of time? Then add a payment plan to the contract to help close the deal!

To add a payment plan follow these instructions:

1. Sales users should create a proposal as they normally do.
2. The, select the Billing tab under the Edit Contract page.
3. On the right hand side under Billing, select Add Payment Plan.
4. Enter your Start Date.
5. Enter your Number of Payments
6. Then, select Create to add the payment plan to the proposal.
7. Be sure to select Done in the bottom right hand corner to add the payment plan to the proposal.
   • You can add additional payments to the schedule by selecting Add.
   • Also, you can adjust the amount for each payment by editing the Amount. The system will automatically adjust the amounts for you.
   • You can use the Divide Evenly button if you want all payments to be the same for each payment.