Forum Discussion
ArjanTaal
Sep 10, 2024Brass Contributor
How can I accommodate payment plans where the amounts differ per term?
When selling our SaaS solution we typically have a 3 year contract with annual payments. We always use private offers. Generally the contracts have 3 equal payments. But in some cases the payment amo...
Brett_Ferancy
Sep 16, 2024Copper Contributor
Hey Arjan- This is an area similar for our org. I have found it helpful to create 3 separate private offers and include the term in the name. Once they are all setup , the customer would "accept and subscribe " to year 1 and onlt "accept" both years 2 and 3. This will allow them to view it in their azure portal and then when the month is correct for them they can go in and subscribe for the 2nd and 3rd year. The setup I have found helpful for this also leverages " Specific month" setup to ensure they do not turn on invoicing early.