In the Special Payment Orders menu you can print special payment orders to preprinted forms. Before printing special payment orders, you need to enter a sales order and create installments for it where you enter or calculate intervals singular installment is due.

1. Sales order entry and creating installments

First, enter the sales order.  Second, select the Installments tab.

A panel opens where you can enter and calculate installments: 

• on the left side are lines with individual installments
• in the middle is the section with parameters for creating installments (number of installments, interval of installments, date the first installments is due)
• on the right side is the sum of values and possible payments in cash.

By this:

• partially paid by cash receipt the program automatically creates an installment with the number 0 as installment number, because you do not want to charge the already paid part again;
• installment paid with a different possible payment method, it can be entered manually (i.e. you net out a part of the amount and this amount will not be divided in installments); and
• for the remaining amount you create installment s as being described in the procedure below.

1.1 Creating installments

In the Invoice date field you need to enter the date of the order validity fills in. This date is used as the due date for the amount of the payment that was paid in cash. In the First installment due field a date the first installments is due for the payment fills in. By default it is the date the order was created, but can be changed afterwards.

In the Installment frequency section you select what the unit intervals of the payments will be due. You can select a Day, Week or Month.

In the Interval field you enter the interval the next payments will be due to. It is linked to the Installment frequency section (expressing the in how many days, weeks or months the next installment is due). Next is the No. of installments field the customer can pay the amount in.

When you click the Create installments button, the program will calculate installments and the dates they need to be paid to. If the amount cannot be divided in in equal installments, the difference will be added to the last installment. When the procedure s completed the program will report (see Installments created!). If the number of installments is greater than being set in program parameters, the program will report an error (see Maximum number of installments exceeded (X)!).

If you have made an error and do not want to create the payment in installment or if you want to create new installment, set new parameters, you can delete created installments by clicking the Delete installments button.

You can set default values for creating installment in program parameters, where you can select a default value for the installment frequency, interval and maximum number of installments.

1.2 Installment lines

On the left side of the panel are created installment, in which order and when the payment is due. You can change values and the dates afterwards. As well as you can enter values in the Date field and in the Amount field manually not using the create installments function (i.e. if installment amount are not equal).

In the No. field (numbers) are installments in the ascending order from 1 on. If part of the amount was paid in in cash, this installment has the number 0. Next fields are the Date field when the installments payment is due, the Amount of the installment to be paid, and the Payment Method of the installment. The value in the Payment method field is by default equal to the value in the sales order document. It is kind of an information. (A SE DA SPREMENITI ALI NE)

The Confirmed box shows if the payment is already confirmed and is used for special payment orders. When creating special payment orders for a certain period and confirming them, individual installments in the window for calculating installments are confirmed as well. The program does not create special payment orders for confirmed installments!
You can also manually confirm an installment (i.e. partial prepayment or partial payment in cash).

1.3 Values

On the right side of the panel are summed up values of payments.

In the Amount due is the total amount of the invoice to pay. In the Paid (cash/prepay.) field is the paid total amount of the invoice in cash (through cash receipt). In the Remaining field is the difference between the values in the Amount Due field and in the Installments total. Through this field you can track remaining amount when you are entering installments manually. When you finish to sort or enter installments, the value in the remaining field must be 0!
The remaining must be 0 or you cannot finish the entry and the program reports an error (see The sum of installments must be equal to the payment!). In the Installments total is the current sum of installments to be paid.

When creating installments, you can click the Special payment orders button and print a special payment orders for each installment.

For the creating special payment orders by using certain criteria (i.e. all special payment orders due to pay in the same month) see special payment orders.

Amounts and due to be paid dates are in the bottom of the sales order report, and in this way, the customer is acquainted with the schedule installments:

When creating installments, you cannot change the value in the Amount due field. If you want to change it, you must do it in the document before creating installment!

2. Special payment orders

In the Orders menu click Special Payment Orders and a window for printing special payment orders opens.

Report can be limited by the individual Customer. It can also be limited by the start and end date of orders you want to include in the report (Date from - Date to). Document date is the date special payment order will be issued.

It is requested to select the Document type Sales orders, from which data for the special payment orders will be selected (record only documents are not on the list!). You select movements by double-clicking the name or select the name and press the spacebar. You can also use in the section for selecting movements the right-click menu:

2.1 Special payment order lines

In lines are all data about special payment orders that are ready to be printed.

In the Number field is the sales order number - If the sales order will be paid in installments, there will be prepared more special payment orders having the same number. In the No. field is the number of the installment for the same document. In the Date field is the date the payment will be due on.

In the Customer field is the customer from the sales order or the payer of the special payment order. In the Place field is the place of the customers headquarter. In the Amount field is the amount that is to be paid for the individual installment.

Sel. - selected for the payment. You select the special payment order for the payment by double-clicking the name or select the name and press the spacebar. You can also use on the list of selected documents right-click menu:

After selecting restriction criteria, click the Select button and the program will show all not confirmed special payment orders that are according to this criteria.

After you print the special payment orders click the Confirm button and mark them as sent or finished. The installment you have confirmed will in the panel Installments receive the I status Issued/Confirmed (see Sales orders - Installments). 

When you click the Report button the program will report all checked or selected special payment orders (see report sample special payment order report sample).

	For general information of the taskbar functions see Taskbar.
	Special payment order can be reported: for a singular order - directly from sales order by selecting the appropriate report form (see Order with special payment order) from issuing documents (see goods -special payment orders) for a singular issuing invoice - directly from the issuing invoice by selecting the appropriate report form (see Invoice - special payment order).