You can add a payment plan to an invoice so your customer pays it in instalments.
Split an invoice into payment plan instalments.
Split it by percentage or by a fixed amount.
Each instalment has its own due date and payment status. If an instalment isn't paid yet, a reminder goes out on its due date.
Your customer can only pay in the instalments you set, but they can pay one or more instalments at once. The invoice is marked as paid once every instalment is paid.
How to use it
In an invoice, click add payment schedule.
Set up the payment terms using a percentage or a fixed amount, then send the invoice.
Your customer opens the invoice and can see the payment plan on it.
When your customer pays, they can pay the current instalment or tick the checkbox next to other instalments to pay those too.
Why use payment plans?
For medium to large invoices, customers often want to pay in instalments. Partial payments already let the person paying decide how much to pay and when. Payment plans put you in control instead: you decide the size and timing of each instalment.
Frequently Asked Questions
Q: Can I customise the reminder emails sent for invoice instalments?
Yes. You can customise, turn on or turn off the Payment Schedule Received notification for invoices that include a payment schedule.
Go to Payments → Invoices & Estimates → Settings → Notifications → Customer Notifications. Find Payment Schedule Received, then edit the Email/SMS template or toggle it off.
Note: Payment schedule merge fields show as empty if the invoice doesn't include a payment schedule.