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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
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
Step 1 of 4: Set up the payment terms with a percentage or fixed amount and send itWhat this shows Step 1 of 4: Set up the payment terms with a percentage or fixed amount and send itWhat this showsShows what this covers for step 1 of 4 in "How to add Payment Plans to your Invoices?".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.Step 1 of 4Image 1 of 6What this coversSet up the payment terms with a percentage or fixed amount and send it
Fields in this part of the guideView details of the auto paid invoices in the transactions
Next stepUser will view the invoice with ability to view the plan on the invoiceAll 4 steps in this procedure
Set up the payment terms with a percentage or fixed amount and send it this image
User will view the invoice with ability to view the plan on the invoice
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?
View details of the auto paid invoices in the transactions
Set up the payment terms with a percentage or fixed amount and send it
Step 2 of 4: User will view the invoice with ability to view the plan on the invoiceWhat this shows Step 2 of 4: User will view the invoice with ability to view the plan on the invoiceWhat this showsShows what this covers for step 2 of 4 in "How to add Payment Plans to your Invoices?".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?Step 2 of 4Image 2 of 6What this coversUser will view the invoice with ability to view the plan on the invoice
Fields in this part of the guideView details of the auto paid invoices in the transactions
Next stepUser 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?All 4 steps in this procedure
Set up the payment terms with a percentage or fixed amount and send it
User will view the invoice with ability to view the plan on the invoice this image
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?
View details of the auto paid invoices in the transactions
User will view the invoice with ability to view the plan on the invoice
Step 3 of 4: User will then pay the invoice and have an option to either select…What this shows Step 3 of 4: 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…What this showsShows what to choose for step 3 of 4 in "How to add Payment Plans to your Invoices?".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.Step 3 of 4Image 3 of 6What to chooseUser 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 in this part of the guideView details of the auto paid invoices in the transactions
Next stepView details of the auto paid invoices in the transactionsAll 4 steps in this procedure
Set up the payment terms with a percentage or fixed amount and send it
User will view the invoice with ability to view the plan on the invoice
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
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 checkboxStep 3 of 4: User will then pay the invoice and have an option to either select…What this shows Step 3 of 4: 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…What this showsShows what to choose for step 3 of 4 in "How to add Payment Plans to your Invoices?".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.Step 3 of 4Image 4 of 6What to chooseUser 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 in this part of the guideView details of the auto paid invoices in the transactions
Next stepView details of the auto paid invoices in the transactionsAll 4 steps in this procedure
Set up the payment terms with a percentage or fixed amount and send it
User will view the invoice with ability to view the plan on the invoice
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
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.
Step 4 of 4: View details of the auto paid invoices in the transactionsWhat this shows Step 4 of 4: View details of the auto paid invoices in the transactionsWhat this showsShows what this covers for step 4 of 4 in "How to add Payment Plans to your Invoices?".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.Step 4 of 4Image 5 of 6What this coversView details of the auto paid invoices in the transactions
Fields in this part of the guideView details of the auto paid invoices in the transactions
All 4 steps in this procedure
Set up the payment terms with a percentage or fixed amount and send it
User will view the invoice with ability to view the plan on the invoice
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?
View details of the auto paid invoices in the transactions this image
View details of the auto paid invoices in the transactionsStep 4 of 4: View details of the auto paid invoices in the transactionsWhat this shows Step 4 of 4: View details of the auto paid invoices in the transactionsWhat this showsShows what this covers for step 4 of 4 in "How to add Payment Plans to your Invoices?".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.Step 4 of 4Image 6 of 6What this coversView details of the auto paid invoices in the transactions
Fields in this part of the guideView details of the auto paid invoices in the transactions
All 4 steps in this procedure
Set up the payment terms with a percentage or fixed amount and send it
User will view the invoice with ability to view the plan on the invoice
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?
View details of the auto paid invoices in the transactions this image
