Configure the payment plan
🧠Context
Payment plans allow you to define how your clients’ payments are spread over time (deposit, intermediate installments, final balance).
They are used when creating quotes and proposals to provide clear payment terms adapted to each trip. A well-configured payment plan simplifies financial follow-up, secures cash flow, and improves the client experience.
🎯 Goal
Create a standard payment plan that is automatically applied when creating quotes and can then be customized on a case-by-case basis for each client.
🧭 Where can I configure the payment plan?
To create, edit, or delete payment installments, go to the Settings menu, then Quote settings, and finally the Default payment plan section.
If the Settings menu does not appear, it means you do not have the required permissions to manage your Caladeo workspace settings. In this case, contact a team administrator to adjust your permissions or make the changes for you.
🛠️ Step by step
Follow these steps to manage the standard payment plan:
- Open the Settings menu from the main navigation.
- Go to Quote settings, then to the Payment plan section.
- Click Add item to create a new installment, or select an existing installment to edit it.
- Enter or check the installment details:
- Name: installment name (e.g. First deposit)
- Payment timing:
- at booking, or
- a number of days before departure
- Percentage: percentage of the installment relative to the total trip price
- Save the changes.
👉 What happens next in Caladeo
Each time a quote is created, the payment plan is automatically applied. Deposit and balance dates and amounts are calculated based on the trip dates.
Once the quote is created, you can easily edit the payment plan directly within the quote to adapt it to the client’s specific needs.
⚠️ Good to know
- Use clear and explicit installment names so they are easily understood by the client on the proposal generated by Caladeo.
- Regularly review your payment plans to ensure they comply with your commercial terms.
- A poorly configured payment plan may lead to calculation errors or client misunderstandings.