You can now set up your invoice templates with two approaches - setting the due date(s) relative to the invoice issue date or relative to the session date.

First Payment Due Date

You can set your first payment date as one of the following: when the invoice is issued, before/after the session date, or on the session date.

If you have an invoice template with a single payment, this will set your full invoice due date for whatever is selected.

If you are creating an invoice template with a payment schedule attached, your first installment will be set to whatever you have selected for your first installment due date.

Adding a Payment Schedule

To add a payment schedule to your invoice template, you can select the “add payment schedule” button at the bottom. You must have a line item added to your invoice template before you can do this. Remember, after selecting a line item you will need to press the select button to finish adding the line item.

The payment schedule modal will appear and you have the following payment plan types to select from:

This allows you to set your retainer/deposit amount. You have the option to set it as a dollar amount or percentage amount. This payment plan will break your payment schedule into two (2) installments, retainer + remaining balance. The remaining balance amount will be automatically calculated for you based on the retainer amount you entered.

This allows you to set your retainer/deposit amount plus enter how many additional installments you would like to have. The additional installments will be equal amounts that are automatically calculated based on what you have entered for your retainer amount and however many number of additional payments there are.

This allows you to break your invoice into multiple equal installments. You can enter the total number of payments/installments you would like for your client to make and the amounts will be calculated equally across the payments.

Here you can manually add each installment to set up a custom payment schedule. Simply select the Add button and then you can set the timing or intervals in when each payment will be due. If you have selected the invoice to be due relative to the session date, you will only be able to set payments relative to the session date. If you have selected the invoice to be due relative to the invoice issue date, then installments can only be set relative to the invoice issue date.

After you’ve selected your payment plan type, you can set what you want the installments due dates based on.

Relative to session date: This will set your installments due relative to the session date. Once the installments are generated, you’ll have the option to set the installment due on the session date, before the session, or after the session.

When this invoice template is used in a workflow, it will use the session date the workflow is assigned to for setting your due date(s) based on the time frames you have set in the template.

When the invoice template is used to manually create and send an invoice to your client, you will have the option to select which session you want to associate your invoice with.

Relative to invoice issue date: This will set your installments relative to the invoice issue date (date of manually created invoices, invoices sent via workflow, or invoices generated during booking). Before installments are generated, you can select a payment frequency and have the payments scheduled daily, weekly, bi-weekly, monthly, or bi-monthly after the first installment.

How can I change the installment after it has been generated?

You can click the pencil icon on any installment to edit it. Once you’ve made your changes, make sure you hit the check mark to save your changes.

When creating and sending a manual invoice for your client, you now have the option to schedule payments around your session date.

You can create an invoice by going to the Invoices tab across the top of Iris > New Invoice. You can also create an invoice from within any client profile > invoices > new invoice.

Issue Date: This is the date that the invoice is generated/issued. It will default to today’s date.

Quote: Check this box if you would like to generate and send a quote to your client. Your client will have the option to accept the quote (automatically converts your quote into an invoice), reject it, or request modifications.

Client: You can select a client from the drop-down menu. If you are creating the invoice from within the client’s profile, it will automatically have the client’s name selected. Once you select the client, you’ll see additional options to select for setting up the invoice.

Invoice Template: You can select an invoice template that you have created, which will load up any of your saved information on that template for you once you select create invoice.

Session: If your client has any sessions, you can select a session to associate this invoice with and schedule payments around this date.

Initial Payment Due: You can set how you want to schedule your initial payment. This can be applied to invoices for a single payment or invoices that have a payment schedule added to it. (Note: If you set this for on session, before/after session, and then add a payment schedule your first installment will be set to whatever date you have selected here)

Memo: You can enter any notes or instructions here. This memo will be visible to your clients when they receive their invoice.

How can I add a payment schedule?

First, you will want to ensure you have at least one line item added to your invoice (either from the template you used or manually adding it by selecting the purple “add” button). After this, you can select the three dots at the top of the invoice which opens up a menu > Add Payment Schedule.

Due Date Association

After you’ve selected your payment plan type, you can set what you want the installments due dates based on.

Relative to session date: This will set your installments due relative to the session date. Once the installments are generated, you can set the installment due on the session date, before the session, or after the session.

Relative to invoice issue date: This will set your installments relative to the invoice issue date (the date of the manually created invoice or the issue date that you set). Before installments are generated, you can select a payment frequency and have the payments scheduled daily, weekly, bi-weekly, monthly, or bi-monthly after the first installment.

How can I change the installment after it has been generated?

You can click the pencil icon on any installment to edit it. Once you’ve made your changes, make sure you hit the check mark to save your changes.

Can I update my payment schedule after it has been added to the invoice?

Yes - you can click the pencil icon for the installment to edit and select a new date or set a new interval for the installment. After you do this, you will need to resend your invoice so that the automatic reminders are updated.

Want to see the invoice to session payment plans in action? Check out our youtube tutorial

Can I add my invoice template that is tied to a session date to a booking calendar?

Yes, you can add an invoice template that is tied to a session session date to a booking calendar. To use this feature - Make sure the ‘First Payment Due’ on your invoice template is set to ‘When Invoice is Issued’.