Add Installment

  1. Click the calculator icon in the app:

  1. If the budget amount is specified in the lead, it will automatically populate the “Amount” field in the calculator. If this data is missing, you can fill the field in manually:

  1. Mandatory fields are marked with an asterisk, the remaining fields should be completed as needed:

You can select the “Payment Term” and “Interest Rate” from the options suggested in the calculator, or manually enter the desired data.

  1. Fill in the mandatory “Regular payment date” field. Monthly payments will be calculated starting from this date:

  1. If needed, fill in the “Initial fee”, “First payment date”, and/or “Last fee” fields (for flexible installment):

  1. The calculator offers three payment schemes to choose from: annuity, differentiated, and flexible installments:

  • Annuity – the monthly payment amount remains constant throughout the entire loan term.
  • Differentiated – payments decrease towards the end of the loan term.
  • Flexible installments – the amount of the final payment is specified, and the remaining balance is divided equally among the preceding months.
  1. Once you have filled in all the mandatory fields, click the “Calculate” button:

  1. If necessary, the installment plan can be easily recalculated after making changes to the fields in the “Installment calculator” and clicking the “Recalculate” button:

  1. If the customer confirms the installment plan, click the “Add payments” button:

  1. After that, all installment payments will automatically appear in Creditor:

If the customer decides to pay installments for several months at once or pay off the installment ahead of schedule, the app will automatically recalculate the installment payments.