Clever Payment Plan

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! Now see the payment plan number on sales orders and use the new informative fact box to have greater visibility of what's been posted and how much is left to invoice of the plan.