How do I split a fee into a payment plan?

A payment plan splits one invoice into a deposit and later payments, each with its own due date. Your client pays each one from the same pay link.

Before you start

Draft the invoice. See How do I create and send an invoice to a client?

Split an invoice into payments

1. Open the invoice. Open Business Center from the rail, select Invoices, and open a draft or select New invoice.
2. Choose a payment plan. Under How it's paid, choose Deposit, then balance or Split into payments.
3. Set each payment. Enter each payment’s percent and due date. The balance is the rest, due on the invoice’s due date.
4. Add more payments. With Split into payments, select Add payment for each extra payment.
5. Send it. Select Review and send, check what your client gets, and send.

A plan has from 2 to 12 payments, counting the balance. The payments are named Deposit, Payment 2, and so on, then Balance. A first payment due today shows as Deposit, due now.

After you send it, the invoice’s page shows the Payment plan with what’s paid and what’s due.

If something goes wrong

• The percents don’t add up. The balance takes whatever percent is left. If the payments before it are more than 100%, lower them.
• Add payment is greyed out. The plan has its most payments already.