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Creating an Installment Plan

Some amounts are received over time: a surgery paid in three parts, a treatment package split across the season. An installment plan lets you register the whole amount once, and Veetz creates each dated installment for you — so every part is tracked, due-date by due-date.

When to Use It​

Choose an installment plan whenever a single amount will be received in fixed parts on separate dates. If instead the charge simply repeats on its own (like a monthly plan), that's a recurring rule — see Creating a Recurring Receivable.

Opening the Form​

On the Accounts receivable screen, click the + (add) button. At the top of the form, choose Receivable type → Installment plan.

Filling in the Identification​

Complete the Receivable identification section exactly as for a single account — Organization, Payer name, Payer document, Title, Document number, Category, Currency, and Amount. For an installment plan, the Amount is the total value to be received; Veetz divides it across the installments.

Setting the Installment Plan​

In the Schedule section, define how the total is split:

  • First due date — the date of the first installment. The remaining ones follow from here.
  • Installments — how many parts the total is divided into (from 2 up to 360).
  • Interval in months — the gap between installments. Use 1 for monthly installments, 2 for every two months, and so on.

For example, a BRL 1,200.00 amount with First due date on the 10th, 12 installments, and an Interval in months of 1 becomes twelve monthly installments of BRL 100.00, from this month's 10th onward.

Saving and Checking the Installments​

Click Save. Veetz confirms with "Receivable saved locally and queued for synchronization." and opens the account. Open the Installments and receipts section to review the generated schedule: each row shows the installment number, its Due date, Status, and Outstanding. Confirm the dates and values match what you agreed with the client.

Each installment is received on its own

You don't receive the whole plan at once. Each installment is settled individually from the Installments and receipts section — see Recording a Receipt. The account moves to Partially received as installments come in, and to Received when the last one is settled.

Next Steps​

If you encounter any difficulties during this process, do not hesitate to contact our support.