> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Payment plans in the contract

> Define installments, down payment, milestones or single payment within the contract and see the plan generated after signing.

The **payment plan** describes how the customer will pay for the contract and feeds the value and terms variables in the text.

> [!WARNING]
>
> The contract's payment plan is a record of the agreed terms. It **does not generate charges** in the gateway. To charge by bank slip, PIX or card, use the [Financial](https://docs.notfy.ai/en/financeiro.md) module.

## When to use

When closing a contract with defined value and terms, so that the signed text carries the total value and the installments.

## Where to configure

* **In the template**: **Payment Configuration** tab, as the default for every contract created from it.
* **On sending**: **Payment** step of the wizard, which comes filled in by the template and can be adjusted on each document.

## Plan types

Choose in **Payment Plan Type**.

> [tab] Equal Installments
>
> | Field | What to enter |
> | :- | :- |
> | **Number of Installments** | Number of installments. |
> | **Payment Method** | Bank slip, Card, Pix, Transfer or Cash. |
> | **Interest Rate (% per month)** | Interest applied. |
> | **Late Payment Fee (%)** | Fee in case of late payment. |

> [tab] Percentage + Installments
>
> A percentage paid upfront and the remainder in installments.
>
> | Field | What to enter |
> | :- | :- |
> | **Upfront Percentage (%)**, **Method (Upfront)**, **Upfront Payment Date** | Down payment. |
> | **Remaining Installments**, **Method (Remaining)**, **1st Installment Date** | Balance in installments. |
> | **Interest (%)** and **Late Fee (%)** | Charges. |

> [tab] By Milestones
>
> In **Milestones**, click **+ Milestone** and enter **Amount**, **Method**, **Date** and **Description** for each payment stage.

> [tab] Single Payment
>
> Enter **Payment Method** and **Due Date**.

In the sending wizard, the **Total Contract Value** is entered together with the currency. Companies in the legal segment have additional types, such as success fee, fixed plus success fee, monthly fee and hourly.

## Load from a payment type

If the financial module is active, in the template's **Payment Configuration** tab you can use **Load from Payment Type** to fill in the fields from a [payment type](https://docs.notfy.ai/en/financeiro/tipos-de-pagamento.md), without changing it. To edit the fields by hand, turn on **Configure manually**.

## View the generated plans

After the document is created, the plan is recorded with its installments, each with **Amount**, **Method**, **Due Date**, **Interest (%)** and **Status** (Pending, Partial, Paid, Overdue or Canceled). The plans list shows **Customer**, **Total Value**, **Type**, **Installments** and **Status** (Draft, Approved, Active, Completed or Canceled).

> [!NOTE]
>
> The statuses of contract installments **are not updated automatically** and are not linked to Financial charges. Marking an installment as paid is a manual action.

## Frequently asked questions

> [accordion] Does the contract show the value and installments?
>
> Yes, if the template uses the **Contract Value** and **Payment Terms** variables.

> [accordion] How do I actually charge the installments?
>
> Record the sale in [Financial](https://docs.notfy.ai/en/financeiro/vendas-e-cobrancas.md) and generate the charges through the gateway.

## Related pages

> [card] [Contract templates](https://docs.notfy.ai/en/contratos/templates-de-contrato.md)
>
> Value and terms variables.

> [card] [Financial](https://docs.notfy.ai/en/financeiro.md)
>
> Actual charges through the gateway.


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