Setting 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 hand of the page you will see a green button called “Add Payment Plan”
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. Next choose the start date, end date and frequency of installments. The installments will be divided into equal portions depending on the frequency you choose.

payment plan 2 (2)

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