Invoice Payment Plans

Invoice Payment Plans

Software Updates

June 6, 2024 ● 2 min read

Your business can now offer clients the option to pay for services in instalments, such as a 50% upfront deposit and the remaining balance split into two equal payments over the next two months.

Invoice Payment Plans: This feature allows you to split invoices into multiple payments, enabling flexible payment terms and improved cash flow management for businesses.

⭐️ Why Does It Matter To Your Business?

  • Flexible Payment Options: Customize invoices with upfront deposits, fixed amounts, or percentage-based payments to suit your business needs.

  • Improved Cash Flow Management: Schedule payments at different times, helping you manage your cash flow more effectively.

  • Easy Payment Tracking: Track payment status directly within the invoice, making it simple to see which payments are pending or completed.

⭐️ How To Use Invoice Payment Plans:

  1. Access the “Payment” tab from the left navigation menu. Click on Invoices from the upper navigation menu and create a new one or edit an existing one by clicking on three dots.

  2. Click on “Add payment schedule” in an invoice.

  3. Set up the payment terms with a percentage or fixed amount, and you can also add more payment terms by clicking on the Add button. Click on “Add Schedule.”

  4. You can see the added payment terms on your invoice.

  5. You will view the invoice with the ability to view the plan on the invoice.

  6. You will then pay the invoice and have the option to either select that payment schedule value or add other schedules as well by clicking on a checkbox.

This feature enhances your invoicing flexibility, making it easier for customers to manage payments while ensuring timely cash flow for your business.

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