How to Set Up a Payment Schedule

Click on the Clients link

1. Search for your client

2. Click on client's First or Last name

1. Click on Billing.

2. Click on Invoices.

3. Click on the Pencil icon to the far right.

Click the Change link next to the Payments Due section.

Click on Generate Recurring.

1. Enter the Starting on Date: This will be the first day a payment is due
2. Every: you can choose day(s), week(s), half month(s), or year(s) This will be how often the payments are due.
3. For X payments: This will be how many payments you would like them to make.
4. Click on Generate Schedule.

Generated Payment Schedule.

• A list of all your scheduled payments will appear at the top.
• You can clear the entire payment schedule by clicking on the Clear Schedule link located at the bottom of the page.
• Any payment already made towards that invoice will automatically appear on the payment schedule.
• A payment of the full invoice amount will appear on the payment schedule with a date of the invoice due date. Generating a new schedule will override this pre-entered payment.
• The total amount of payments must equal the amount due on the invoice. The Due To Date column for the last payment in the schedule MUST equal the total invoiced amount.
• No payment dates can be set to a date before the invoice date or the schedule will not save.
• Make sure you click on the Save button.

See steps below to find out how to add a new expected payment manually.

1. Enter the New Due Date to determine when the first payment will be due.

2. Enter the New Amount Due for the amount of the first payment.

3. Click Add to schedule.

**** This example has a total balance of $448.80, therefore, we need to continue adding to the schedule before we can save.

Notice there is a $398.80 balance already entered in the new amount due field. This is what's remaining after adding our first amount due of $50.00 from our original amount of $448.80. You can enter a new due date and change the amount due.

1. Enter the New Due Date for the second payment.

2. Enter the New Amount Due for the second payment.

3. Click Add to schedule.

Repeat steps above until you have reached the total balance to date as $448.80. You will not be able to save until you do. See below.

(Keep in mind the amount of $448.80 is only for this example) Notice our balance to date equals our original balance of $448.80.

Click Save.

Note: The Payments Due is now set to 8x by 4/19/2024.

1. Click Add A Payment to take a payment now

OR

2.    Click Done.