The payment plan in bezahl.de helps you to clearly display all items included in the purchase price, such as trade-ins, financing or accessories. To activate and configure it, go to the ‘Configuration’ tab in the settings. There, enter the cost and service items that increase or decrease the purchase price. Put a semicolon between cost and service items. Symbols such as #, $, or * in front of service items allow them to be automatically marked as ‘confirmed’ or ‘received’ or hidden in the payment plan.
Detailed configuration of the payment plan
In the image: Example process with activated payment plan
1. Click on Settings on the left-hand side and navigate to the Configuration tab.
2. Enter cost items and service items
Under Configuration of payments and items, you can enter cost and service items and thus activate the payment plan. First, enter all items that are added to the purchase price of the product (e.g. vehicle), such as accessories or delivery costs, in the input field for cost and service items. Once all cost items have been entered, use a semicolon to separate the cost items from the service items. Now enter the (service) items that are deducted from the purchase price, such as discounts, financing or trade-ins. Place a # sign in front of a service item so that it is marked as confirmed when a payment plan is created. Place a $ sign in front of a service item so that it is marked as confirmed and received (if this setting is activated) when a payment plan is created. Place an * sign in front of a service item so that this service item is not displayed when a new payment plan is created.
Then click the Save configuration button. You can adjust the payment plan at any time or deactivate it by deleting the entry.
If you now click on New transaction on the start page, you will see a new option under Transaction type.
Here you can find out how to work with the payment plan.