InvoiceSherpa - Payment Plans Tab

In this tutorial, we'll be demonstrating how to navigate the Platforms Payment Plans section. Our goal is to help you create efficient payment plans for your customers, enabling them to settle existing invoices over a designated timeframe.

Throughout the video, we will provide a clear, step-by-step guide on entering customer details, selecting a suitable payment method, linking the payment plan to an invoice, defining start and end dates, choosing a payment frequency, and ultimately confirming the plan.

By the conclusion of this tutorial, you'll gain the necessary confidence to effectively manage your customer payments using the Platforms Payment Plans section.

Payment Plans Tab

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