Create Installment Plans
This capability lets a provider offer a customer a payment plan on an unpaid invoice. From the invoice, the Set Up Installment Plan page asks for the number of installments (at least two), how often they fall, the date of the first payment, and an optional down payment. A preview of the schedule is produced by the platform before anything is saved, so the figures you read to the customer are the ones the plan will use.
A new plan is a proposal, not a live plan. While it waits for the customer, nothing is charged and no payment schedule exists. The customer can accept from their own invoice page, and the provider can record an acceptance that happened elsewhere: in person, by telephone, by email reply, or by signed paper authorization. Recording it creates the payment schedule.
Automatic payment can be requested when the plan is created, which needs a payment method on file and the provider's confirmation that the customer authorized it.