Payment Plans
Installment schedules that build themselves
Purpose-built for real estate: generate a full installment schedule from a reusable template, link it to a Unit and Deal, and track every collection against it.
- Reusable installment schedule templates
- Linked to Units and Deals natively
- Collection tracking built in
Built for real estate brokerages
Model down payments, milestone-based installments, and handover payments against a specific unit, then generate the full schedule in one action instead of a spreadsheet.
Collections without the spreadsheet
See what is due, what is paid, and what is overdue per unit and per client, rolled up into the same reporting your sales team already uses.
Full feature list
Every feature in Payment Plans
Templates
Reusable schedule templates | Define ordered rows — each a percentage of price at a month offset — with monthly, quarterly, semi-annual, or annual frequency and multi-year durations. |
Maintenance & parking | Maintenance percentage and parking amounts with their own installment counts, computed per row automatically. |
Starter template pack | Load ten ready-made installment templates in one click, then adjust them to your projects. |
In-use protection | A template that active plans depend on cannot be deleted out from under them. |
Plan generation
Preview before you commit | Generate a full schedule preview from ticket price, discount, and start date — nothing saved until you approve it. |
Linked to Unit, Lead & Deal | Every plan attaches to a verified Unit record and optionally the Lead and Deal — so collections live next to the sale. |
Price snapshots | The transaction price, maintenance total, and parking are frozen on the plan, with client name, owner, delivery date, and notes captured. |
Collections
Installment tracking | Record payments with references and notes; installments move through Pending, Paid, Overdue, and Waived, and plans progress Draft → Active → Completed. |
Automatic overdue marking | A scheduled sweep marks pending installments past their due date as overdue — no one has to check. |
Collections forecast | Expected, paid, pending, overdue, and waived totals, broken down by status and by month for the next twelve months. |
Schedule PDF | Export a branded A4 installment schedule that paginates itself, with the unit info block and an Arabic buyer/seller signature footer. |
Try Payment Plans in ERPnBox
Start your free trial today, or talk to our team about a tailored plan.