Knowledge Base
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Setting Up Payment Plans
Home Dashboard
Overview
Getting Started
Setting Up Your Account
Overview of InvoiceSherpa
Invoice Reminders
Invoice Reminder Set Up
Pausing Reminders
Working with Statement Schedules
Automatic Payments
Set Up
Customers
Overview
Using the Customer Dashboard
Customer Portal
Overview
Late Fees
Setting Up Late Fees
Payment Plans
Setting Up Payment Plans
Payment Processing
Overview
Settings
Overview
Plans & Billings
Payment Settings
Videos
Accounting Integrations
Account Set Up
Migration
InvoiceSherpa Trusted Advisor Account
Client Account Set Up
ISTA Account Set-Up
Back to home
Knowledge Base
Payment Plans
Setting Up Payment Plans
Home Dashboard
Overview
Getting Started
Setting Up Your Account
Overview of InvoiceSherpa
Invoice Reminders
Invoice Reminder Set Up
Pausing Reminders
Working with Statement Schedules
Automatic Payments
Set Up
Customers
Overview
Using the Customer Dashboard
Customer Portal
Overview
Late Fees
Setting Up Late Fees
Payment Plans
Setting Up Payment Plans
Payment Processing
Overview
Settings
Overview
Plans & Billings
Payment Settings
Videos
Accounting Integrations
Account Set Up
Migration
InvoiceSherpa Trusted Advisor Account
Client Account Set Up
ISTA Account Set-Up
Video: How to set up and use Payment Plans in InvoiceSherpa
This video walks you through the steps you need to take to ready your account to process payment plans, as well as how to actually set up a payment plan for a customer in InvoiceSherpa.
