Setting Up Payment Plans

A payment plan splits one invoice into installments, each with its own amount and due date. The client sees the schedule on their invoice; you see which installments have landed.

Creating one

In the invoice builder, find the Payment Plan card and tick Enable.

Quick Setup builds an even split for you — two, three or four payments — or choose custom and set them yourself.

Under Installments, each row takes a Description ("Deposit", "Final Balance"), an Amount and a Due Date. Add as many as you need.

A Total Planned line keeps a running sum against the invoice total, so you can see at a glance whether the installments add up. They need to balance before the plan makes sense.

What the client sees

The public invoice shows the schedule as a numbered list: each installment's description, amount, the share of the total it represents, and its due date — or the date it was paid.

Tracking it

The invoice detail shows the plan with a progress bar and a card per installment, each marked as paid, overdue, due today, or still upcoming.

Recording payments against a plan

Record a payment as usual and it's applied to the oldest unpaid installment first, which is almost always what you want. The installment flips to paid on its own.

Reminders and plans

Reminders work from due dates, so a plan gives the client a nudge ahead of each installment rather than one reminder for the whole invoice.

Changing a plan

Open the invoice detail and use Manage Plan — or Create Plan if there isn't one yet — to add, remove or adjust installments.

Once a payment has been recorded the invoice is finalized: the Enable checkbox is disabled and the amounts lock. Plan the schedule before the first payment arrives, not after.