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How to Create and Manage the Payment Plan as a Document

Save Payment Plan as a Document

To save the payment plan as a PDF document, press the Print button in the toolbar, then the Save document button in the dialog box.

 

Choose the WO (Work Order) or VO (Variation Order) where the document should be saved. If it's general for the project, it's recommended to save it under the Scope of Work (WO 1). Choose a document type to easily find this type of document.

Tip:: Use the document type Payment Plan set up under Admin > Settings > Types > Document type.

 

Send Payment Plan

Send the payment plan via Email

To send the payment plan via email, use the Send paymentplan button in the toolbar.

  1. A dialog box will appear where you can select the desired settings and then preview the payment plan before sending it.

  2. Use the Send Email button from the preview dialog box.



  3. Choose the recipient. The customer contact is pre-selected in the recipient list if the customer contact has an email address in the customer register.

  4. Check that the From field contains an email address. If it's empty, an email address needs to be added to your user.

  5. Choose a template or fill in Subject and Message. If a template is missing, see Admin > Communication > Mail template.

  6. Use either the Save or Send or Send button.

    • Send and Save: The payment plan is first sent via email, after which a dialog box appears to choose where to save the payment plan as a PDF document. See more in Save Payment Plan as a Document.

    • Send: The payment plan is sent via email, and a confirmation that it has been sent is displayed.

View Email Log

To view emails sent with the payment plan, use the View email log button in the toolbar.