Payment plans – invoice in instalments

Menu names and screenshots are shown in Norwegian, as they appear in Rubic Admin with Norwegian selected.

A payment plan decides when an item is invoiced, for example a training fee in two instalments: spring and autumn.

The overview

Under Økonomi → Betalingsplaner you see the organisation structure with one column per month. The colours show what has been invoiced this year, invoiced earlier, planned or never invoiced. Use the arrows to change year, and the options Vis grupper uten betalingsplaner (Show groups without payment plans) and Kun aktive planer (Active plans only) to filter.

Create a payment plan

1. Click Ny betalingsplan.
2. Choose Vare (Item) and write a description.
3. Decide whether the plan is active, whether weighting is calculated automatically, and whether deductions per member are allowed.
4. Click Opprett.

Instalments and deductions

Click the plan in the overview to add instalments.

• Click Legg til termin (Add instalment) and enter name, month, day and weight. The weight decides how much of the amount is invoiced in each instalment.
• Click Legg til fradrag (Add deduction) to give individual members a discount or exemption.