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Shitanshu Chhajed

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  1. Installment payments for Invoices and Bills

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    43 comments  ·  Zoho Books » Payments  ·  Admin →
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    Shitanshu Chhajed commented  · 

    For us, a 30% advance payment is mandatory for the Sales Order to be considered for delivery. The remaining 70% has to be be paid by the customer 30 days prior to the delivery date.

    Currently, without this feature, we are creating a single invoice with DUE date set to 30 days prior to delivery date. But there is no reminder sent to the customers if they miss on the 30% advance payment. Our team has to manually search for all the invoices under "Sent" status, and chase the customers to deposit the advance payment. Otherwise such orders continue to show in the upcoming list, when actually they are effectively cancelled orders due to non-payment of the 30% advance. This affects our inventory planning as well as cash flow / budget allocation.

    This really is troublesome, and a simple mechanism to allow multiple payments with associated due dates would really be helpful. Also, the reminders should be modified accordingly so that the SMS/Emails sent to the customers has the correct information. (% amount, and the due date).

    Looking forward to this feature in future.
    Thanks.

    Shitanshu Chhajed supported this idea  · 

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