Installment Plan Features


Basically Installment Plan Features provides the feature to make an automatic debit credit system which generate invoices to student based on their fee group (Installments Plan) over a fixed period of time.


1.0 Setup


First, user need to define what is the default Account Code for the Installment Fee Group. Kindly navigate to Finance > Settings > Config > Installment Account Code.



To set up the Installment Plan, Kindly navigate to Finance > Fee Group > Add New Fee Group > Installment




Fill Up all the field and click Filter. Then all calculation will appear. Click Submit to proceed.


User may set how long the Duration , Start Month and Recurring Date of the Installment. 


2.0 Update Installment Plan


Navigate to Finance > Fee Group > Update to update the fee group installment.


After make changes then click Submit.



3.0 Activate Student Using Installment


Select Installment on Payment Type in dropdown list and click Activate student button


4.0 Manual Installment Billing


Navigate to Finance> Manual Installment Billing to proceed with Manual Installment Billing process.


Tick all the name that related to the Installment Plan Billing. Then user may proceed to Submit.