Payment schedules allow you to break an invoice into multiple installments, giving both your team and your clients a clear view of what is due and when.
Creating a Payment Schedule
Open the Invoice you want to pay.
Scroll to the bottom and click Add a Payment Schedule.
Insert scheduled payment details:
Due dates
Dollar or percentage amounts for each payment
Add more payments if needed using Add Scheduled Payment.
Click Save to finalize the schedule.
Mixed Fixed and Variable Payment Types
You can combine fixed amounts (dollar values) and variable amounts (percentages of the invoice).
Variable payment amounts are calculated as a percentage of:
Invoice Total − Total Fixed Payments
Example: Specify a fixed deposit, then calculate remaining payments as percentages of the balance.
Payment Validation
Payment schedules cannot be saved in an invalid state.
Percentages must total 100%; any discrepancy is highlighted in red.
A payment schedule can only be saved once the Remaining amount = 0.00.
If the invoice amount changes, variable amounts are recalculated automatically to match the new total.
Editing a Payment Schedule
Once a schedule is created, you can update it as needed:
Open the invoice.
Scroll to the bottom and click the Edit Icon on the payment schedule.
Make required changes:
Payment due dates
Dollar or percentage amounts
Add or remove instalments
Click Save to apply changes.
Important Notes:
The schedule can only be saved if the Remaining amount = 0.00.
If you remove a payment, ensure remaining instalments are recalculated to cover the total balance.
Variable payments recalculate automatically if the invoice total changes.
Notifications & Tracking
Clients are not automatically notified of upcoming payments.
You can send automated reminder emails via Workflows. Include wording like:
“If you have recently paid, please disregard this message.”
Alternatively, create internal reminder tasks (via Workflows) to follow up X days before the booking if payment hasn’t been received.
Track all scheduled payments internally using the Scheduled Payments Report.
Tip: Due dates in a payment schedule trigger system alerts and reporting. Overdue payments may prompt reminders, even though clients can still pay after the due date.
Stripe Payments
If Stripe integration is enabled, clients can pay directly from the invoice, including all scheduled instalments.