Payment Plans Settings

The Payment Plans Settings can be found in the Settings section of the main menu

Customer confirmation required: It's recommended to enable this option for InvoiceSherpa to send an electronic payment plan contract for your customers' signature. A copy will be sent to you, and InvoiceSherpa will retain a copy on file for 90 days after the agreement is completed.

Hold On Weekend: If you choose not to charge your customers on weekends and instead process the payments between Monday and Friday, you have the option to activate this feature.