Add a title and possibly a description and link a deadline to this installment term. You can change these details later if necessary. Don't worry if you're not 100% sure!

You can choose to create an installment term for the entire project, for a certain phase, or for only a few units. You can add or remove units later as well.

Do you want to enter a fixed amount or rather a percentage? Use the arrows to switch between % and €. In the last box, you indicate what this term is for. You can add multiple lines via the ‘+ new rule’ button.

At the top of the overview, track the progress of this payment slice. There are three available statuses:

At the bottom you will find an overview of all Units for which this payment slice has been made, including all details.

Publishing the payment disk is done via the ‘publish’ button. First select the units you wish to publish.

Create a digital financial file for your customer by keeping track of all invoices in Finance. Upload them easily by clicking ‘add’. You can upload multiple files and the file formats jpg, png and pdf are allowed. The customer will see the invoices per payment disk. Clear!

This is what it looks like for the customer:

Making a change to a payment slice of one or more units is done by checking the box next to the relevant unit(s) and clicking ‘Edit’.

By clicking on the unit name you will see the composition of this Installment term, these are the rules you previously set up in step 3. Click ‘go to unit installments’ to see which instalments have been created for this unit.