If you've been using invoices for a while, you'll know the basics: add a product or service, fill in the contact details, and your client can pay.
Payment plans give your clients more flexibility without losing control over when and how much you receive. You can accept smaller payments over time, and the system tracks whether each one comes in on schedule.
Setting the Invoice
To send an invoice, go to the Invoices Tab in your Payments section and click + New.
Add the business (1), client (2), and product information (3) as normal.
Fill in the Due Date for your invoice. This is required for scheduling payments, as each payment date must fall before the invoice's due date.
Click Add Payment Schedule. A window will open where you can set all the payment details.
Choose Percentage or Fixed Amount (1). If your plan has three or more payments, click Add Payment to add more fields (2).
Set the amount and date for each payment. The total must add up to 100% if using Percentage, or the full product cost if using Fixed Amount.
Click the Save button.
You should see the payment schedule reflected in your invoice.
Once you're happy with the invoice, click Send, select the channels to send it to, and click Send.
The "Enable autopayment" option is on by default. It lets you choose whether to take payment from a Customer card, a Saved card, or a New Card.
Click Send to finish.
Your client will see the invoice with each payment listed alongside its due date.
When they click Pay, they can settle payments one at a time or select multiple using the Choose Payments bar.
That's it. Payment plans let you move mid and high-ticket items more quickly, without chasing clients for payment or juggling separate invoices for deposits and final payments.
Important Notes:
- Before sending any invoices, make sure you have a payment gateway connected to collect online payments.
- Verify you've set the invoice's general due date correctly before setting the individual payment due dates, to avoid system errors.