Manage Easy Pay plans

Open Easy Pay orders when the module and your account access allow it. This Admin workflow manages existing plans; it does not provide a new-plan creation form.

Review and collect

1. Find the plan and open it. Confirm customer, invoice/order, branch, Balance left, Paid so far, Late now and Late fees.
2. Check the Instalments schedule and Payments history before recording another collection.
3. Select Collect payment, enter Amount of at least 0.01, choose Method, and add Reference and Note when needed.
4. Check the amount shown on Collect … and confirm. Amounts above the outstanding balance, cancelled plans and settled plans are rejected.
5. Review updated instalments, payments and balance.

Collections are applied oldest first, with late fees before instalment amounts. Due late fees are checked during collection, so review the resulting figures. The original down payment shown on the plan is separate from a new repayment.

Manage late fees

Where authorized, Charge due late fees → Charge late fees applies fees due under the plan’s settings. Add late fee lets you choose an Instalment and enter a positive Late fee; a settled instalment cannot take another manual fee.

Waive late fee requires an instalment and Reason (up to 255 characters). Enter Amount to waive (empty = all) or leave it empty to waive the available fee, then confirm the dialog. Check the waived amount and remaining balance.

Cancel a plan

Use Cancel plan only when offered, enter Reason and confirm. The plan must still be open and have no money taken. The current Admin guide does not provide a payment-reversal workflow for bypassing this condition; ask the responsible administrator to investigate existing payments instead.