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Partial Payments Modal

Based on feedback from our users, we have simplified our invoices and payment schedule (or partial payment) process.

Updated over a week ago

If you need to create an invoice and split it out into multiple payments for your client, you can easily do this with our new payment schedule modal.

Start by creating your invoice. Next, select the circle with the three dots at the top of the invoice, and choose 'Add Payment Schedule'.

You will now see the Payment Schedule Modal. There are a few options to choose from:

  • Retainer + Balance

  • Retainer + Multiple Payments

  • Multiple Equal Payments

  • Custom

Select the option that fits your needs. If you don't want to use one of the pre-populated options, select Custom to create your own.

Fill out the Retainer Amount (if applicable), the First Payment Due Date, the Payment Frequency, and Number of Payments (if applicable).

The payment schedule will automatically populate for you below. You may review the schedule, and make any necessary alterations. When the schedule is how you want it, select Finish.

The full schedule will populate at the bottom of the invoice. If you're ready to send the invoice, click Send Invoice at the bottom of the page.

After sending, automatic reminders will be sent 5 days before a payment is due, as well as the day a payment is due (if un-paid).

If you need to remove a payment schedule, you can do so by clicking the three dots and selecting 'Remove Payment Schedule'.

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