How to Create a Property Booking and Payment Plan

Link a customer to a unit, define installments, and collect payments including guest pay links.

  1. Step 1. Set up project, phases, and units with type, area, price, and availability status.
  2. Step 2. Create a booking linking customer and unit; progress status through token, agreement, and registration stages.
  3. Step 3. Define a payment plan (construction-linked, time-linked, down payment, flexi, possession-linked, or custom).
  4. Step 4. Generate the payment schedule with daily, weekly, or monthly frequency as needed.
  5. Step 5. Collect installments via office Record payment or email guest payment links (/pay/{token}) for customer self-serve.

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