When sending an Invoice, you can split the full balance up into multiple payments! This is a great way to collect a deposit for a future session or accommodate a client who needs to pay over time.
How to Create a Payment Schedule
Whether you're using a Template or creating an Invoice from scratch, payment schedules can be created when sending an Invoice to your client! You can create an individual Invoice or add one to a Project.
Viewing the Invoice details, scroll down to the Payment Schedule section. To add an additional payment, click Add another payment.
When an additional payment is created, the total will automatically be equally divided. However, you can customize the amount and due date for the new payment!
How Do My Clients Pay?
When an Invoice with multiple payments is sent to your client, they'll be able to make the first payment online via credit card or ACH! If they need to make an offline payment (check, cash, etc), it can be easily recorded in the Invoice.
Clients will receive automatic payment reminders 7 days and 3 days before the payment due date. If a payment is not made on the due date, they'll receive a reminder 3 days after their payment is due.
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
