Create installment templates, offer them to eligible invoices, let parents accept plans, and track every paid, partial, and overdue installment from one ledger.



Parents ask for side agreements on WhatsApp
Installment dates live in spreadsheets
Partial payments are hard to reconcile
Bursars chase every missed payment manually
Create reusable split templates
Offer plans to eligible invoices
Let parents accept from the portal
Track paid, partial, and pending installments
Create percentage-based installment plans with labels and due-date offsets that always total 100 percent.

Offer a plan to selected invoices or all eligible unpaid invoices that match class, term, year, or search filters.

Parents see available plans in the payer portal and activate installments themselves.

Monitor next due date, next amount, paid count, remaining count, and outstanding balance.
Progress
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Accepted plans cannot be casually replaced after parent activation.
Schedules with paid or partial installments are protected from overwrite.
Each installment remains tied to the invoice, parent, student, and ledger.
Offsets keep payment dates predictable across every plan.
Set up plan templates, offer them to parents, and track every installment from one finance workspace.