Choose how many instalments you’d like and Adfin will take care of the rest, from sending reminders and details of the instalment plan to reconciling each payment automatically.
Instalment plans work with On Demand payments or Auto Collect, and you can create them for new invoices in Adfin or for invoices you’ve already sent.
Where to find instalment plans
Look under the Create menu and click Invoice. You can then select the Instalment plan option.
Build your instalment plan
Complete the Invoice configuration and Invoice items sections as you would for a one-off invoice.
In the Instalment Plan section, start with configuring the following options:
Number of instalments
Frequency: Monthly, Weekly, Yearly, or Custom
First instalment date
By default, the total payment amount will be evenly split across the number of instalments you select.
💡 Need more flexibility?
You can adjust the amount of any instalment manually. Edit the amount for specific instalments within the plan, just make sure the total still adds to the invoice amount. For example, you may want a higher up front deposit.
You can also change the individual dates, the frequency and first date set the starting schedule. As long as the dates are in order, you can set any instalment to whatever date suits.
Create instalment plans for invoices you’ve already sent
Instalment plans are created in Adfin, not in Xero or QuickBooks. If the invoice is in your accounting software, import it into Adfin first, then convert it to an instalment plan.
To convert an existing invoice into an instalment plan:
Go to the Payments view.
Select the invoice in question.
In the side drawer, click ‘More Actions’ → ‘Convert to Instalment’.
You can then configure the invoice instalments according to the steps outlined in the ‘Build Your Instalment Plan’ section above.
Edit an existing instalment plan
A plan isn’t set in stone. If a customer’s circumstances change, you can adjust the dates and how the total is split, right up until each instalment is collected.
Open the invoice with the plan from the Payments view, go to the "Instalment plan" tab, click "Edit". Only instalments that haven’t been paid, settled or submitted for collection can be edited. Anything already collected, or in flight, stays as it is.
Change the dates
Edit the charge date on any instalment that hasn’t been collected yet. The dates are fully flexible, so you can set each one to whatever works for your customer.
Dates need to stay in order and can’t be in the past.
Change the amounts
You can change how the total is split across the instalments, as long as they still add up to the invoice total. Useful if a customer wants to pay a little more now and less later.
To change the total itself, edit the invoice line items. The instalments then re-split across the new total.
Cancel a plan
More actions > Cancel instalments: This reverts the invoice to a single payment for the remaining balance.
Once a plan has been partially paid, you can’t cancel or void the invoice as a whole, since some of the money has already been collected.
Your customer is emailed the updated schedule whenever you make a change, and every edit is recorded in the invoice activity log.
💡 Instalment plans in Adfin are applied on a per-invoice basis. They must be explicitly set for an individual invoice and are not automatically applied to all invoices for a given customer.