Payment Plans Settings

This article provides an overview of the "Other Settings" section

The Payment Plans Settings can be found in the Settings section within the main menu bar:

Customer confirmation required - We suggest enabling this option, as it will let InvoiceSherpa send an electronic payment plan contract once the customer signs the agreement. A copy will be sent to you, and InvoiceSherpa will keep a copy on file for 90 days after the agreement is completed.

Hold On Weekend - If you prefer not to charge your customers on weekends and instead process the payments between Monday and Friday, you can activate this option.