Payment schedule plan

1. When creating or editing an invoice, you have the option to choose ‘Schedule recurring payments’

2. Choose the number of installments, the start date, bill every, and period

3. Once you have chosen your desired payment plan, you have the option to send a message to the contact or any internal notes or files 

4. Click ‘Save & Continue’ 

5. When emailing your customer their invoice, they will also receive notice about the payment plan and will need to accept the terms of the payment plan.