Payment plan in bezahl.de: Detailed purchase price display and flexible adjustment
The payment plan in bezahl.de enables a detailed display of all purchase items (e.g. trade-in, financing, accessories) for customers and users. An admin must first configure and activate it in the organisation settings. You create a new payment plan, enter the purpose and purchase price, and fill in the various items. You then send the payment invitation to the buyer by email. Cost items can be adjusted, deleted or added retrospectively to ensure flexibility. Manual payment receipts or service items can also be easily added and confirmed.
Create and send payment plan
1. Create new payment plan
Select the New process menu item.
2. Select "New order plan"
Click on ‘Transaction Type’ and select ‘New order plan’ from the drop-down menu.
3. Fill in and send payment plan
Enter the purpose and purchase price. Then fill in the various items according to your customer's vehicle purchase. All items directly below the purchase price are added to the purchase price (accessories, delivery costs), unless they are entered as a negative amount (e.g. for trade-ins, credit notes). Items below the total amount are deducted as payments made (financing, partial payment). Now enter the buyer's email address and, optionally, the pick-up date. Click on the Create payment button. The customer will now receive a payment invitation by email with a detailed payment plan.
Adjust cost items retrospectively
1. Call up edit mode
Select the desired payment and click on the area where the cost items are listed.
2. Save changes
Now change the cost items that have already been entered. In this example, the purchase price is reduced by £2,000.00. To save the changes, click on ‘Save’.
Delete items that have already been entered
In edit mode, click on the Delete item? button and confirm the action. In this example, the customer has decided not to purchase the roof rack for £350.00, so the Accessories item can be deleted.
Add new cost items
The customer wants to buy a set of winter tyres for €1,270 for their new vehicle. To add this item, select the Accessories item (already entered in the organisation settings) from the Add item drop-down menu. Optionally, you can also create a new item (with a new description) by selecting the + Create item option.
Enter the corresponding amount and confirm it by clicking the Save button.
Manually add received payments/service items
First, select the Add Payment button
A new window will appear. Enter the sender details (if available), select the payment method and enter the amount. Then click the Add button. You can also mark already confirmed and received amounts/services directly when creating them with a check mark (if activated) and perform the GWG check (if activated).
To subsequently mark the service as confirmed or the amount as received, select the desired payment or payment receipt.
A window will open in which you can perform various actions. To confirm a payment receipt or mark it as received, tick both boxes and click on the ‘Save data’ button.