What is a payment plan and how to configure it?
A payment plan allows you to define how you want to be paid.
How many invoices do you want? For what amount? It's thanks to payment plans that you can choose this.
You can create as many payment plans as you like and associate them by default with your types of shoots.
To configure your payment plans, go to Settings > Modules > Payment Plans.
When creating or modifying a payment plan, you can set a name for identification, then choose the invoices you want to generate. You can generate as many invoices as you want.
We will differentiate between 2 types of invoices: the deposit invoice and other invoices (invoice 1, invoice 2, etc.). The difference between these invoices is that only the deposit invoice has the option "Automatically create upon contract signature". This option allows the invoice to be automatically created by Fotostudio when your client signs their contract.
The other possible settings are the same for all invoices:
Amount
Amount type
Invoice title
Payment deadline
When creating or modifying a type of shoot in Settings > Data > Types of Shoots, you will have the option to choose the payment plan to associate by default with this type of shoot.
Thus, when you create a shoot of this type, this payment plan will be applied by default.
When creating or modifying a shoot, you will have the option to choose the payment plan to associate with this shoot.
To apply a payment plan to an already created shoot, simply use the Modify button at the bottom of the left column in the shoot card.
How many invoices do you want? For what amount? It's thanks to payment plans that you can choose this.
You can create as many payment plans as you like and associate them by default with your types of shoots.
To configure your payment plans, go to Settings > Modules > Payment Plans.
How to configure a payment plan?
When creating or modifying a payment plan, you can set a name for identification, then choose the invoices you want to generate. You can generate as many invoices as you want.
We will differentiate between 2 types of invoices: the deposit invoice and other invoices (invoice 1, invoice 2, etc.). The difference between these invoices is that only the deposit invoice has the option "Automatically create upon contract signature". This option allows the invoice to be automatically created by Fotostudio when your client signs their contract.
The other possible settings are the same for all invoices:
Amount
Amount type
Invoice title
Payment deadline
How to use a payment plan?
Associate it by default with a type of shoot
When creating or modifying a type of shoot in Settings > Data > Types of Shoots, you will have the option to choose the payment plan to associate by default with this type of shoot.
Thus, when you create a shoot of this type, this payment plan will be applied by default.
Associate it with a particular shoot
When creating or modifying a shoot, you will have the option to choose the payment plan to associate with this shoot.
To apply a payment plan to an already created shoot, simply use the Modify button at the bottom of the left column in the shoot card.
Updated on: 15/04/2024
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