Clever Payment Plan does what is says on the tin! It takes the pre-payments functionality already standard within Dynamics 365 Business Central and expands it even further so you can offer flexible payment options to your customers.
Clever Payment Plan makes implementing payment plans easier. By creating or using the default templates, you can simply add them to the required customer card and go. There are several different triggers that can be added to the templates for the invoices to be generated, based on Dates or Events such as, On Release, First Shipment, Last Shipment or Delivery Date. Not only these but also the trigger can be based on the total Percentage amount of the sales order value or even Fixed Amounts which is particularly useful for customers who place the same orders every time. You can even set different payment terms for orders on payment plans, easily overriding the set terms if required. You don’t even need to click a button to assign payment plans, once the template has been created, you could just set the system to auto create payment plans for certain customers on release of sales orders – easy peasy!
With new fields on Business Central sales orders, it’s hassle-free to see all the information you need on that one page! Auto create payment plans on release of sales orders and see the payment plan number. A new informative fact box also allows users visibility of what's been posted and how much is left to invoice of the plan.
For even further flexibility and to keep an eye on problematic payers, you can exclude invoices from being sent out so you only schedule to send the invoices you want paying. It’s also possible to schedule invoice creation via job queues so you can just set up and leave it to automatically send out customer invoices.
Then Clever Payment Plan is for you!