Adding a payment plan with determined number of instalments and Zoho CRM integration with Custom Module

Adding a payment plan with determined number of instalments and Zoho CRM integration with Custom Module

Hello!

I would like to know how I can add a payment plan in Zoho Invoices that will automatically send due invoices when the time comes and then track them if not paid.

In addittion, I would like to know if I can populate the information for these instalments from Zoho Forms or a Zoho CRM custom module.

Description of case study:
Once we confirm a sale, we have to send invoices in agreed instalments and known dates; but always in the future. The number of instalments and amounts vary depending the deal. I would like to automate this process as we know in advance when the invoice needs to be send to claim the payment and collect.
I would like that the person that made the sale (and not related with collections and without access to Zoho Invoice and accounting) can fill a Zoho Form or create a record in a Custom Module with the instalment amounts and due dates.

Any suggestion on how I might be able to pull this out? Is it possible to integrate custom modules from the CRM on Zoho Invoice?

If not, how can I manually add payment as described plans in Zoho Invoice?

Best regards,

Juan


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