Payment plan output for customers
Benedikt Voigt
when you use a freely defined payment plan,
and then check the box “Payment plan agreed with customer”
A payment plan is actually added to the invoice PDF.
But then the invoice is generated regardless of the performance level,
namely only in accordance with the payment schedule.
You probably want a mix of the two?
So fixed payment plan in PDF, but which is billed according to the level of performance?
F
Fabian Jäkel
Benedikt Voigt Hi Benedikt, let's check what the PDF looks like this way. For us, the payment plan for the customer is a document that should be visually equivalent to an offer or an invoice. It would therefore be good if you could layout the document accordingly and, if necessary, store it. We have a lot of private builders. For them, the issue of payment plans is very sensitive. We usually create fixed payment plans, but then we would like to informatively display the performance status in the invoice later, without having to calculate exactly according to the performance level.
With the feature request, however, we are primarily referring to the possibility of a “nicer” output. The question of how the performance status is shown in the invoice is more of a separate item on the wish list.:)