Payments Plans
Generally in most of the projects, in beginning of project owner decide payment plans for each asset. So in this section we need to defined the entire possible payment plan so after any product is sold we have to just assign appropriate plan to that sales and all future payment related setting is automatically done.
To Add/Edit Payment Plans Type:
Simply goes to Left panel=> Projects Management => Payments Plans=> Add Payment Plans
While clicking on Add Payment Plan button user show a Project Payment Plan Form in which user need to fill basics details like,
Select Project: This is compulsory field to which user need to select project first.
Select Assets: In this field user need to select assets type for which we are creating payment plan.
Project Plan Name: In this field user need to give payment plan name for Ex Payment Plan For 1BHK.
After entering project plan name user need to click on save button for adding project payment plan.
While clicking on save button user show another field like,
Days: Here we have to decide that after how many days of sales we have to collect payment so have to do entry according to it. E.g. If we have to take payment on sales date then have to enter 0 in days and if we have to take payment after 30 days then need to enter 30 in this
field.
Amount Type: In amount type there’s two options Flat or %, so user has to select any one option for project payment plan. Suppose if we have to take 20% rupees of sales value then have to select % and if we have some fix amount like 500000 then have to select FLAT.
Amount: This is compulsory field to which user need to give either amount or percentage. Depend on Amount Type Selection
Payment Type: In this field user has to choose payment type like Token, Down Payment, Installment, Master Installment, Maintenance Charges, Service Charges, Meter Charges and Other Charges. If you want to add more payment type then you can do it in Masters=> Projects Payments Type
After selecting payment type user can select Is Multiple Option form adding multiple payment type. Suppose we want to create one plan in which we have 10 installments of 10% on every month then we have to enter 10 in No of Installment. And in Days enter 30 and in amount type select % and in amount enter 10 and in payment type select “Installment”
After choosing option user has to click on Assigning to Project Plan button for adding Payment Plan.
To Add/Edit Payment Plans Type:
Simply goes to Left panel=> Projects Management => Payments Plans=> Add Payment Plans
While clicking on Add Payment Plan button user show a Project Payment Plan Form in which user need to fill basics details like,
Select Project: This is compulsory field to which user need to select project first.
Select Assets: In this field user need to select assets type for which we are creating payment plan.
Project Plan Name: In this field user need to give payment plan name for Ex Payment Plan For 1BHK.
After entering project plan name user need to click on save button for adding project payment plan.
While clicking on save button user show another field like,
Days: Here we have to decide that after how many days of sales we have to collect payment so have to do entry according to it. E.g. If we have to take payment on sales date then have to enter 0 in days and if we have to take payment after 30 days then need to enter 30 in this
field.
Amount Type: In amount type there’s two options Flat or %, so user has to select any one option for project payment plan. Suppose if we have to take 20% rupees of sales value then have to select % and if we have some fix amount like 500000 then have to select FLAT.
Amount: This is compulsory field to which user need to give either amount or percentage. Depend on Amount Type Selection
Payment Type: In this field user has to choose payment type like Token, Down Payment, Installment, Master Installment, Maintenance Charges, Service Charges, Meter Charges and Other Charges. If you want to add more payment type then you can do it in Masters=> Projects Payments Type
After selecting payment type user can select Is Multiple Option form adding multiple payment type. Suppose we want to create one plan in which we have 10 installments of 10% on every month then we have to enter 10 in No of Installment. And in Days enter 30 and in amount type select % and in amount enter 10 and in payment type select “Installment”
After choosing option user has to click on Assigning to Project Plan button for adding Payment Plan.
