Customer Payment Plan

  • 11 March 2024
  • 1 reply

Does anyone know if there is a way to create payment plans for customers on Acumatica? I have a customer who has not been paying their open invoices, so they requested to begin a monthly payment plan for a set amount (ex. $1000) to pay off their open invoices. Can we create a invoice for the set amount that the customer will pay every month and then once we receive payment we apply the money to the open invoices accordingly?


Thank you!


Best answer by meganfriesen37 12 March 2024, 04:28

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If they’ve already got open bills that are unpaid, there’s no need to create any new invoices.  I’d likely rather go to the payments side of things and create the payment for the lump sum and then load the documents and “auto apply” to apply to the oldest documents first.



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