How to sell installations to your clients with a one-time or installment payment

Besides the monthly plan, you can charge your clients for setting up their agents. An installation is that sale: you choose the amount, the client and whether they pay at once or in monthly installments, and Lety sends them a Stripe payment link.

Step 1: Open Installations

In the left navigation panel, under Agency, open Plans › Installations. You see each installation with its client, how it's billed, the amount, its status and the state of its payment link associated. Click New Installation.

Step 2: Fill in the installation and the client’s details

• Installation Name, Description and Total Amount.

• Existing Subaccount (Optional): if the client already has an account, choose it and their details fill in.

• Client Name and Client Email(s): type each email and press Enter. Every email you add receives the payment link.

On the right, the Summary updates as you type.

Step 3: Choose how it’s billed

Under Billing Method, choose one:

• One-time Payment: your client pays the total at once.

• Installment Plan: type an optional Down Payment and the Number of Installments, up to 12. Installments are monthly, and Lety calculates the amount of each one. For example, $1,200 with a $300 down payment in 3 installments is $300 now and three payments of $300.

Click Create installation. Lety emails the payment link to your client.

Step 4: Follow each payment

The list updates on automatically as your client pays: the Billing column shows how many installments are paid, like "1/3 installments paid". Use the tabs to filter installations by One-time, Installments, Draft, Partially Paid, Paid or Overdue.

To see every payment, click ⋮ on the installation › View Payment History. Each payment shows its amount, its due date and, once paid, the date it was paid and Download invoice.

Step 5: Manage an installation

Click ⋮ on the installation:

• Edit: change its details.

• Duplicate: sell the same installation to another client. You get a new draft with the same setup.

• Send Payment Link: sends a new link and cancels the previous one. It's not available once your client has paid.

• Pause Installments: stops the charges; when you resume, the remaining due dates move forward.

• Cancel Installation: stops the future installments and keeps what was already paid.

A draft also shows Delete. You can only delete installations that haven't charged anything.

Technical reference

• Statuses change automatically: with every payment Stripe confirms. There's no way to mark a payment by hand.

• Failed installment: the installation shows Overdue and Stripe retries the charge.

• One installation, one client: to sell the same setup to several clients, use Duplicate.

• Who can sell: Owners and Admins create and send installations. Users only see the list.

Common problems

Done

Your client has their payment link, and you can follow every payment from Installations.