Installment plans are used to define how a serial number item can be sold on installment. Each plan specifies over how many periods the payment is spread, as well as the fees and financial costs involved. A plan can be marked as default and will then be suggested automatically unless another one is chosen explicitly.
This screen is a definition screen. The plans do not themselves calculate APR or the periodic payment — that happens in the serial number item context when the "Show installment details" action is activated on a specific item. There, the plan's fields are combined with the item's current sales price for the final calculation.
The installment plans are used from the serial number item list. On a specific serial number item, the action Show installment details is activated, which fetches an installment overview based on the plan's fields and the item's current sales price. The overview shows the periodic payment and APR calculated from the combination. The default plan is suggested automatically in this lookup, unless another plan is chosen explicitly on the item.
From the hamburger menu in the top left corner of Sapera, open Financial.
In the left menu select Setup → Serial number item installment plans.
You are now on the overview of created installment plans.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
New (plus icon): Creates a new installment plan. The edit view opens, where all required fields are filled in. The system name is validated asynchronously against existing plans — the field is marked with an error message if the chosen system name is already in use.
Edit (pencil icon): Edits the selected installment plan. Requires that a plan is selected in the list. The system name cannot be changed after creation and is shown as a disabled field.
Delete (cross icon): Deletes the selected installment plan with a confirmation dialog. Requires that a plan is selected in the list.
Select as default: Marks the selected plan as the default plan. The button is only active if the selected plan is not already the default.
Remove default: Removes the default mark from the selected plan. The button is only active if the selected plan is the default.
Double-click a row: Opens the edit view for that plan — identical to selecting the row and clicking Edit.
Column selection is activated via the gear icon in the list's top right corner. Here you can show or hide individual columns, including audit columns that are hidden by default.
Six columns support filtering directly in the column header:
System name: Filter on text pattern.
Display name: Filter on text pattern.
Created on: Filter on date range (from and to).
Created by: Filter via user lookup.
Updated on: Filter on date range (from and to).
Updated by: Filter via user lookup.
Note that the four audit columns (Created on, Created by, Updated on, Updated by) are hidden by default and must be enabled via column selection before filter input is relevant.
System name: The unique technical name that identifies the plan internally in Sapera. Shown in the list and can be filtered.
Display name: The name shown to the user in Sapera when an installment plan is chosen.
Default: A checkmark that shows which plan is currently marked as the default.
Created on: Date and time of creation. Hidden by default — enable via column selection.
Created by: The user who created the plan. Hidden by default — enable via column selection.
Updated on: Date and time of the latest change. Hidden by default — enable via column selection.
Updated by: The user who last changed the plan. Hidden by default — enable via column selection.
System name: A unique technical name for the plan. The field is only available on creation and cannot be changed afterwards. Validated asynchronously — the system shows an error message if the name is already in use.
Display name: The name shown to the user. Required.
Financial costs: The total financial costs in DKK that are part of the calculation basis. Must be zero or a positive amount.
Service fee: A fixed service fee in DKK that is part of the calculation basis. Must be zero or a positive amount.
Periods: The number of periods (typically months) the installment is spread over. Integer with a minimum of 1.
Period fee: A fixed fee in DKK per period that is added to the calculated payment for each period. Must be zero or a positive amount.
If you have questions, you are welcome to contact support.
Want to know more?
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