2026
Payment plans and collections, reconciled in one system
A Dutch education company selling programmes on instalment plans
€2M+ in payment plans moved out of spreadsheets into one system — every instalment scheduled, every payment reconciled and every overdue balance visible.
- contracted revenue managed in one system
- €2M+
- deals tracked — 367 of them on split-payment plans
- 970
- payments reconciled across two payment providers and manual entries
- 1,700+
- future instalments scheduled automatically
- 650+
How it works
- 01Sale closed
- 02Payment plan
- 03Stripe & Whop
- 04Reconciliation
- 05Revenue dashboard
Before
- Deals and payment plans were tracked in tables and automations stitched together by hand.
- Working out who closed what meant cross-referencing spreadsheets.
- Missing or wrong sales credit had to be cleaned up manually — and it inflated performance numbers.
After
- Every deal carries its full payment schedule; split plans generate their future instalments automatically.
- Payments from Stripe, Whop and manual entries are reconciled against the schedule, and overdue instalments are flagged for collection.
- A review queue catches unmatched payments and amount mismatches before they distort the numbers.
- Sales credit is attributed per deal across the 18-person team, and finance exports by coach, closer or period need no manual edits.
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The situation
The company sells high-ticket programmes, and many clients pay in instalments. That makes the money hard to see: a sale closed today might be paid over months, through two payment providers, with some instalments late and some refunded. The team tracked it in tables and automations stitched together over time — and answering what are we actually owed, and who earned which sale? meant cross-referencing spreadsheets by hand.
What was built
A dedicated revenue system. Each deal holds its payment plan, and split plans schedule their future instalments automatically. Payments arriving from Stripe and Whop are matched against that schedule; anything that doesn’t match lands in a review queue instead of silently corrupting the totals. Overdue instalments are flagged for collection, sales credit is assigned per deal, and finance gets exports that are ready to use as they are.
The result
970 deals and more than €2M in contracted revenue moved into one system, with 1,700+ payments reconciled and 650+ future instalments scheduled. Leadership can see what has been collected, what is still owed and what is overdue — and the sales team is credited for the deals it actually closed.