How to create an Instalment Offer

Instalment offers on balance sheet

If you wish to arrange a payment plan or set On Balance Sheet Instalments for your client,
left click on debtor name, choose “Instalment Offers” and click “Make pay by Instalment Offer” green button

Set the payment terms that you wish to offer, or you and the client have both agreed.

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The instalment offer will only be sent to the debtor’s email address upon confirmation by clicking the “OK” button. If this action is not taken, the offer will not be issued