Payment plans in the contract

Define installments, down payment, milestones or single payment within the contract and see the plan generated after signing.

The payment plan describes how the customer will pay for the contract and feeds the value and terms variables in the text.

The contract’s payment plan is a record of the agreed terms. It does not generate charges in the gateway. To charge by bank slip, PIX or card, use the Financial module.

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When to use

When closing a contract with defined value and terms, so that the signed text carries the total value and the installments.

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Where to configure

• In the template: Payment Configuration tab, as the default for every contract created from it.
• On sending: Payment step of the wizard, which comes filled in by the template and can be adjusted on each document.

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Plan types

Choose in Payment Plan Type.

Equal Installments

Field	What to enter
Number of Installments	Number of installments.
Payment Method	Bank slip, Card, Pix, Transfer or Cash.
Interest Rate (% per month)	Interest applied.
Late Payment Fee (%)	Fee in case of late payment.

Percentage + Installments

A percentage paid upfront and the remainder in installments.

Field	What to enter
Upfront Percentage (%), Method (Upfront), Upfront Payment Date	Down payment.
Remaining Installments, Method (Remaining), 1st Installment Date	Balance in installments.
Interest (%) and Late Fee (%)	Charges.

By Milestones

In Milestones, click + Milestone and enter Amount, Method, Date and Description for each payment stage.

Single Payment

Enter Payment Method and Due Date.

In the sending wizard, the Total Contract Value is entered together with the currency. Companies in the legal segment have additional types, such as success fee, fixed plus success fee, monthly fee and hourly.

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Load from a payment type

If the financial module is active, in the template’s Payment Configuration tab you can use Load from Payment Type to fill in the fields from a payment type, without changing it. To edit the fields by hand, turn on Configure manually.

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View the generated plans

After the document is created, the plan is recorded with its installments, each with Amount, Method, Due Date, Interest (%) and Status (Pending, Partial, Paid, Overdue or Canceled). The plans list shows Customer, Total Value, Type, Installments and Status (Draft, Approved, Active, Completed or Canceled).

The statuses of contract installments are not updated automatically and are not linked to Financial charges. Marking an installment as paid is a manual action.

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Frequently asked questions

Does the contract show the value and installments?

Yes, if the template uses the Contract Value and Payment Terms variables.

How do I actually charge the installments?

Record the sale in Financial and generate the charges through the gateway.

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Related pages

Contract templates

Value and terms variables.

Financial

Actual charges through the gateway.