Check out the video below for how schemes are set up, reconciled and some examples


What is a scheme, and why are they recorded in Flex?

  • Schemes are payment plans: regular monthly payments to split the cost of goods sold, usually to pay for recurring orders such as contact lenses, but can be used to split the cost of a pair of specs over a certain amount of months, or split the cost of their eye care, for example if they are on an Eyeplan.
  • Schemes are recorded in Flex so the practice can see what goods were sold, and reconcile what they should be paid each month with their bank statement to show any discrepancies.
There are three main areas where schemes appear in FLEX. These are: