How to set up Payment Plans?

  1. Ensure your customer is enrolled in Automatic Payments. For instructions on this see the articles: Adding a Customer Payment Method and How to set-up Automatic Payments
  2. Go to the Payment Plans page. On the top right side of the page, you will see a green button called “Add Payment Plan”

    3. You will be brought to the screen below, once completed the Payment Plan set-up will be complete.

    • You will create a plan for a specific invoice.
    • Choose the start date & end date
    • Frequency of instalments. {The instalments will be divided into equal portions depending on the frequency you choose.}

    For further information see the following video: How to set up and use Payment Plans in InvoiceSherpa.