You can arrange for the customer to pay open items using installment payments.
You made all the necessary settings in Customizing (see Tenant Account ).
There are open items on a customer contract.
You are processing a contract and are in the
Tenant Account
overview on the
Overviews
tab page (refer to
Tenant Account
).
Select one or more open items. If you select more than one open item, the installments are based on the total amount of all the items.
Choose
Installment Paymen
with the quick info text
Installment Payments
.
The
Document Overview: Installment Payment
dialog box appears.
Enter all necessary data in the document header and choose
Installments
with the quick info text
Arrange Installments
.
The
Arrange Installments
dialog box appears. Enter all necessary data for the installment start date, the interval between payments, and the maximum installment amount or number of installments. Confirm your entries.
In the document overview, you now see the installments that were calculated and their due dates.
Save your entries.
The selected open item or items are cleared. On the tenant account, this item (or items) is now shown with a green icon meaning it is cleared. However the system generates new open items for the installment payments that are due. You can click on an item in the
Line Item
column to navigate to the document overview.