Module: Product Data
Topic: Installments/Sets
Version(s): Version 5.1 and up 
Editions: All Editions

The Product Offer Installments page is where you can create new installments for products and edit existing installments.

Adding New Product Offer Installments

1. Click on the Add New Product Offer Installment button in the blue module bar.
   
2. A new Product Offer Installments window will pop up.
   

1. Select the Initial Product Offer from the drop-down list.
   
2. Select the Product Group of the installments.
   
3. Select the Installments Item Type for reporting.
   
4. Enter the Number of Installments.
   
5. Enter the Delay Increment (in days). Note: If entering the value of zero into the delay increment field, a dialog box will appear informing you that the installment items would immediately be ready to be processed.
   

1. If you want to set up an initial fee for using the installment, enter it in the Initial Fee field. This will be charged additionally to the first installment.
   
   
   
   Note: If you enter an initial fee, you will create one additional installment and you will not be able to edit the installment sequences once created.
   
2. Enter the number of Maximum Skipped Payments. You can then allow the customer to delay payment for the number of sequences entered times the Delay Increment.
   
3. Check Release Only on Prior Paid to withhold releasing the next installment, if the customer has not made their prior payment.
   
4. If you want the shipping to be distributed over the installments, check the box next to Distribute Shipping.
   
5. If you want the tax to be distributed over the installments, check the box next to Distribute Tax.
   

• Click the Save button, the changes will be saved, the Product Offer Installments window will close and the Product Offer Installment Manager window will open.
  
• To cancel any of the current changes you have made, click the Cancel button. This will close the Product Offer Installment window without saving any changes.
  
• To delete this product, click the Delete button. This will prompt you to make sure you want to delete this item. Clicking yes will delete the product offer installment and close the Product Offer Installment window.
  
• To print the current Product Offer Installment window, click the Print button.
  

Installments/Sets
Copyright 2019
Revised 6.6.2019