How to Create a Payment Plan from an Existing Invoice

Create payment plans for unpaid or partially paid invoices

Written by Support Team

Updated over a week ago

Step 1: Go to the "Invoices" Tab

Step 2: Select the check box next to the invoice(s) you wish to convert to payment plans

Step 3: Click "Actions" then select "Payment Plan"

Step 4: Select the number of cycles and the amount owed at each cycle date, then click "Create Payment Plan".