# How to add Payment Plans to your Invoices? > You can now add payment plans and split a single invoice into multiple scheduled payments. - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-add-payment-plans-to-your-invoices - Section: Payments / Invoices & Estimates - Reading time: 1 min - Images: 6, each explained below --- Overview - Users can split their invoices into a payment plan installments - A split can be made both on Percentage basis as well as amount basis - Each split carries with it a Due Date and Payment Status of that split. Notifications will go on split's due date reminding user to Pay their installment (if not paid already) - Payments can be done only in predefined split and user can choose to pay one or more installment at a go. An Invoice will get paid once all installment are paid. - Automate payments for invoices with scheduled payment plans: While clicking on send for invoice, enable auto-payments and start charging automatically for subsequent payments on scheduled payment dates How to use? - Click on add payment schedule in an invoice - ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031490397/original/UPRWdlH8MB_1-I_0_CIvkUX4BX3u5o4T4w.jpeg) **Step 1 of 4: Set up the payment terms with a percentage or fixed amount and send it** This screenshot accompanies step 1 of 4 in "How to add Payment Plans to your Invoices?". At this point in the walkthrough you set up the payment terms with a percentage or fixed amount and send it. This part of the guide covers 1 field, listed below. The next step is to user will view the invoice with ability to view the plan on the invoice. - What this covers: Set up the payment terms with a percentage or fixed amount and send it - Fields: View details of the auto paid invoices in the transactions - Next: User will view the invoice with ability to view the plan on the invoice Full procedure: 1. Set up the payment terms with a percentage or fixed amount and send it <- this image 2. User will view the invoice with ability to view the plan on the invoice 3. User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? 4. View details of the auto paid invoices in the transactions Set up the payment terms with a percentage or fixed amount and send it - ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031490396/original/SFASL1TPZPt36fZ7FpZnpvTCGrTgN2tzGg.jpeg) **Step 2 of 4: User will view the invoice with ability to view the plan on the invoice** This screenshot accompanies step 2 of 4 in "How to add Payment Plans to your Invoices?". At this point in the walkthrough you user will view the invoice with ability to view the plan on the invoice. This part of the guide covers 1 field, listed below. The next step is to user will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? - What this covers: User will view the invoice with ability to view the plan on the invoice - Fields: View details of the auto paid invoices in the transactions - Next: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? Full procedure: 1. Set up the payment terms with a percentage or fixed amount and send it 2. User will view the invoice with ability to view the plan on the invoice <- this image 3. User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? 4. View details of the auto paid invoices in the transactions User will view the invoice with ability to view the plan on the invoice - ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031490395/original/K740UgWJqklvJlQO1rntlWFuXFG-EfYPeg.jpeg) **Step 3 of 4: User will then pay the invoice and have an option to either select…** This screenshot accompanies step 3 of 4 in "How to add Payment Plans to your Invoices?". At this point in the walkthrough you user will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? This part of the guide covers 1 field, listed below. The next step is to view details of the auto paid invoices in the transactions. - What to choose: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? - Fields: View details of the auto paid invoices in the transactions - Next: View details of the auto paid invoices in the transactions Full procedure: 1. Set up the payment terms with a percentage or fixed amount and send it 2. User will view the invoice with ability to view the plan on the invoice 3. User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? <- this image 4. View details of the auto paid invoices in the transactions User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox ![Screenshot 2024-05-28 at 10](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031490399/original/55ncoKKCziZK7AqwadtGoxEzDg0F5o_O9A.jpeg) **Step 3 of 4: User will then pay the invoice and have an option to either select…** This screenshot accompanies step 3 of 4 in "How to add Payment Plans to your Invoices?". At this point in the walkthrough you user will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? This part of the guide covers 1 field, listed below. The next step is to view details of the auto paid invoices in the transactions. - What to choose: User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? - Fields: View details of the auto paid invoices in the transactions - Next: View details of the auto paid invoices in the transactions Full procedure: 1. Set up the payment terms with a percentage or fixed amount and send it 2. User will view the invoice with ability to view the plan on the invoice 3. User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? <- this image 4. View details of the auto paid invoices in the transactions **How to enable Auto-Payments on single invoice with a payment plan?** - Set up auto-payments: Click on send -> In the modal, enable auto-payments by clicking on the blue toggle while sending your invoice which has a payment schedule. - Use customer card (Card used for paying the first time), saved cards of the customer or a new card while sending the invoice out. - ![Screenshot 2024-07-24 at 4](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031490435/original/xkVDX7YDTRZcPuW4QNOx__ArM9q5qMOHkQ.jpeg) **Step 4 of 4: View details of the auto paid invoices in the transactions** This screenshot accompanies step 4 of 4 in "How to add Payment Plans to your Invoices?". At this point in the walkthrough you view details of the auto paid invoices in the transactions. This part of the guide covers 1 field, listed below. - What this covers: View details of the auto paid invoices in the transactions - Fields: View details of the auto paid invoices in the transactions Full procedure: 1. Set up the payment terms with a percentage or fixed amount and send it 2. User will view the invoice with ability to view the plan on the invoice 3. User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? 4. View details of the auto paid invoices in the transactions <- this image View details of the auto paid invoices in the transactions ![Screenshot 2024-07-24 at 4](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155031490800/original/LnjmzD1Z65_YG9qCLXiQ2I-JNZa0taPjQA.jpeg) **Step 4 of 4: View details of the auto paid invoices in the transactions** This screenshot accompanies step 4 of 4 in "How to add Payment Plans to your Invoices?". At this point in the walkthrough you view details of the auto paid invoices in the transactions. This part of the guide covers 1 field, listed below. - What this covers: View details of the auto paid invoices in the transactions - Fields: View details of the auto paid invoices in the transactions Full procedure: 1. Set up the payment terms with a percentage or fixed amount and send it 2. User will view the invoice with ability to view the plan on the invoice 3. User will then pay the invoice and have an option to either select that payment schedule value or add other schedules as well by clicking on a checkbox How to enable Auto-Payments on single invoice with a payment plan? 4. View details of the auto paid invoices in the transactions <- this image --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com