New Enhancement: Installments for Products
We're excited to announce that the Installments functionality is live!
What?
With this new functionality, sales reps can now configure the payment plan for one-time products to track payments through installments. This feature will also help with analysis of Product Revenue Forecasting report.
Where to find?
Installments tab is located in Products widget and in the Deal details modal.
For what plans?
Advanced and above plans
Release timeline
We are going to do a gradual release with full release distributed by mid of October. Starting today with 10% of rollout.
Thank you very much for your feedback!
Comments
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When will this be accessible via the API?
I really like this, since my user case is that I invoice x% amount of the product price in step 1 of the delivery, and y% of product price in step 2.
I would also like to be able to not set a date or some of the installments; since the final delivery date is not yet set. (I can basically do this by billing payment to 2030-01-01 or something; but workarounds are never beautiful).
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Hi @integritybanton its actually accessible thru the API, check out the subscriptions part:
its a bit confusing, but works great. So currently, payment plans are set up in the subscription part - you can switch between regular subscription with cycles ORRR a payment plan which is what you're looking for.
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(this is not about this new feature, but works really great and I'd suggest using the current one till the new feature is fully fleshed out and API-ized :)
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Just a quick question, can this be sync'd both ways with QBO for payment plans to avoid using Zapier?
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Hello @Administrator_14693,
The native integration we have built for Quickbooks currently does not support installments, and using Zapier would remain the best option.
We have brought this to the attention of our product team for future consideration.
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@Tony Xavier I tried using Make.com's Pipedrive modules to get info and create installments; but it doesn't quite work. I managed to create an installment subscription and can get info about, but it does not reflect on the deal page in Pipedrive. On the deal page I have also manually set two other installments that I can not get via the Make.com modules.
And this with installment subscriptions is confusing; since you can only create installments for one-time payments.
What am I missing here?0 -
Hi, do you plan similar feature for products, which are with other billing frequency, not one-time? And when?
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