On the invoice summary click Create Payment Plan for Invoice. Split the amount due into equal payments, a fixed amount per period, or your own dates and amounts, then click Save Payment Plan. The schedule must add up exactly to what is due. Receivables then ages each instalment by its own due date.
Before you start
- A finalised invoice with an amount still due.
1. Open the payment plan
Open the invoice (Manage Invoices, click the row) and in the Payment section click Create Payment Plan for Invoice.
2. Build the schedule
Choose one way, then click Calculate:
- Split into equal payments - a number of weekly, fortnightly or monthly payments from a start date. The last one absorbs rounding.
- Pay fixed amount - a set amount each week, fortnight or month until the balance is covered; the last one is the remainder.
- Manual Schedule - add rows with your own Date and Amount, or adjust the calculated ones.
3. Check the total and save
Under the schedule, Schedule Total, Invoice Due and Difference must match exactly. Click Save Payment Plan; Exacc confirms and returns to the invoice.
What changes
Payments you record pay off the instalments oldest first. Receivables and debtor statements count only instalments that have fallen due as overdue. Nothing is sent to the customer when you save a plan: tell them the schedule, or send a statement.
Related guides
Checked against Exacc on 29 September 2026. Machine-readable version