Creating a Payment Plan

It's really important to make sure that your customer is enrolled in Automatic Payments. For detailed instructions on how to do this, please check out the following articles: Adding a Customer Payment Method and How to Set Up Automatic Payments

To get started, just click "Payment Plan" on the menu bar.

To create click "Create Payment Plan"

You'll be directed to the following screen:

You're going to create a thorough plan for a specific invoice.

Make sure to fill out all the fields with the required information before saving the payment plan.

After you click "Save Payment Plan" you'll see the following summary in the section.

In the two sections below, you'll find any current or past payment plans.