Client Payment Plan & Installment Tracking
Split a case's consultancy fee into a scheduled series of installments — track each one as due, paid, or overdue, reconcile every payment through Razorpay, and get flagged the moment a client misses one.
What does client payment plan and installment tracking software do for a visa consultancy?
Not every client pays a consultancy fee in one go. Many agree upfront to pay in two, three, or more scheduled installments, spread across the timeline of their case — and until that agreement is written down somewhere structured, the consultancy is relying on memory or a chat message to enforce it. VisaBOS lets a counsellor build that agreement as a real installment plan on the case itself: a defined number of installments, each with its own amount and due date, tracked separately as Due, Paid, or Overdue rather than folded into one undifferentiated balance. As each installment falls due, a Razorpay payment link goes out, the payment reconciles back to that specific installment automatically, and a GST invoice is generated for it. If an installment is missed, the case itself is flagged so the payment issue surfaces alongside filing progress instead of sitting invisible in a separate ledger. This is deliberately a scheduling and tracking tool, not a lending product — VisaBOS never advances money to a client or a consultancy; it only tracks the schedule your consultancy and your client have already agreed to. It works alongside our GST invoicing software, which handles the tax-compliant document for each installment collected, by focusing on the schedule and status tracking that sit above it.
Why does an installment agreement fall apart in practice?
Without a structured plan attached to the case, a multi-stage payment agreement is only as reliable as whoever remembers to enforce it.
From agreed schedule to a fully reconciled case.
Every installment moves through the same tracked stages, so nothing about a multi-payment agreement is left to memory.
Which modules build the installment picture?
Six purpose-built modules covering every angle of a multi-installment fee arrangement — from designing the schedule to flagging what falls through it.
Installment Plan Builder
Design the schedule once, up front, per case
- ✓Split a case's total consultancy fee into any number of installments with a defined amount and due date each
- ✓Plan is attached directly to the case record, visible alongside filing progress rather than in a separate ledger
- ✓Supports equal or uneven installment amounts, matched to whatever schedule was actually agreed with the client
- ✓Plan can be created at case opening or added later once the fee and terms are finalised
Per-Installment Status Tracking
Every installment tracked as its own line, not a single balance
- ✓Each installment shows its own status — Due, Paid, or Overdue — independent of the others in the plan
- ✓Running total of amount collected versus amount still outstanding across the whole plan, updated automatically
- ✓Case-level view shows the full installment breakdown at a glance alongside the case's filing stage
- ✓No manual tallying required to answer how much of a client's total fee has actually been collected
Razorpay Payment Links Per Installment
Each installment gets its own collectible link
- ✓A dedicated Razorpay payment link generated for each installment, sent to the client when it falls due
- ✓Client pays by UPI, net banking, or card, and the payment is matched back to the specific installment automatically
- ✓Partial payments toward an installment are recorded against the actual amount received, not force-matched to the scheduled figure
- ✓No manual reconciliation between a bank statement and the plan is required
Per-Installment GST Invoicing
A properly coded invoice for every stage of the plan
- ✓A GST-compliant invoice is generated for each installment as it is collected, using the consultancy's configured SAC codes
- ✓CGST/SGST/IGST split calculated per installment invoice the same way as a single-invoice case, described on our GST invoicing page
- ✓Every installment invoice is linked back to the plan and the case, giving a clean paper trail for month-end GST reporting
- ✓A client on a multi-installment plan receives one invoice per installment rather than a single invoice for the full fee
Missed-Installment Case Flag
Overdue installments surface where the case is managed
- ✓A case is automatically flagged the moment one of its installments passes its due date unpaid
- ✓The flag stays visible on the case pipeline until the overdue installment is paid, rescheduled, or otherwise resolved
- ✓Other installments in the same plan continue tracking independently and are not affected by one overdue line
- ✓Managers reviewing the case pipeline see payment issues alongside filing progress, in the same place
Plan Rescheduling
Adjust what's left when a client's circumstances change
- ✓Remaining, unpaid installments can be edited — due dates shifted, a balance split into more installments, or amounts revised
- ✓Installments already marked Paid stay untouched, preserving an accurate record of what was actually collected on the original terms
- ✓Rescheduling is a manual action taken by staff with the right permission, never automatic or client self-service
- ✓Full history of the original schedule and any changes to it remains attached to the case for later reference
Installment plans live on the same case record tracked in our visa consultant accounting software, so collected and outstanding amounts roll up automatically into your broader financial picture — with no separate spreadsheet to reconcile against GST invoicing or Razorpay settlements.
How quickly can a plan start tracking real payments?
There is no separate installment system to set up — a plan lives on the case you already manage in VisaBOS.
Build the Installment Plan on the Case
Once the consultancy fee and payment terms are agreed with the client, a counsellor sets up the plan on the case — how many installments, each amount, and each due date — capturing the agreement as a structured schedule instead of a verbal understanding.
Each Installment Is Collected and Reconciled as It Falls Due
A Razorpay payment link goes out for each installment as it comes due. Payment is matched back to that specific installment automatically, a GST invoice is generated for it, and the plan's running total updates — with any overdue installment flagging the case.
Track the Whole Plan Through to Completion
Through the life of the case, the plan shows exactly which installments are paid, which are still due, and which are overdue, right alongside the case's filing progress — with the option to reschedule remaining installments if the client's circumstances change.
Frequently Asked Questions
Common questions from Indian visa consultancy owners and accounts staff about scheduling and tracking multi-installment client payments.
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