Milestone Instalments

You can now setup a future instalment without specifying a date to this charge - the charge will be based on a Milestone instead.

For example: You could accept an amount upfront, and then charge the rest of the payment upon acceptance into a program.

1. Add your Price as normal

2. Go back to your List Prices and select the Price you've just added

3. In the Instalments section, click the + Add an instalment button
   
   
   

4. In the Instalment pop-up screen, select the Milestone tab under the Wait for option - then enter the Milestone and Instalment amount:
   
   
   

5. Click the Save changes button.

A FEW THINGS TO NOTE!

• You will need to MANUALLY collect the instalment on the purchase when the customer reaches the Milestone you set. The system will not be able to do this automatically.
  
  
  

• A Milestone instalment can only be followed by another Milestone instalment!