Installments & recurring billing

Set up installment payments and recurring invoice schedules.

9 articles

• 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…
• Create Recurring Invoices →This capability lets a provider set up a new recurring invoice for a customer who is billed on a schedule, such as a maintenance arrangement. You start from the Recurring page under Money.
• Installment Plans Overview →An installment plan lets you offer a customer a payment arrangement on an unpaid invoice. The amount owed is split into scheduled payments, and the customer agrees to the terms before anything is…
• Managing an Installment Plan →Once a plan exists you follow it from its detail page. This guide covers recording the customer's acceptance, recording payments, setting the reminder schedule, and suspending, resuming or cancelling…
• Pause, Resume or Cancel Recurring Invoices →This capability lets a provider change the state of an existing recurring invoice from the Recurring page under Money. There are three actions: pause a plan, resume a paused plan, and cancel a plan.
• Setting Up an Installment Plan →This guide walks through proposing an installment plan on an unpaid invoice. You choose how many payments, how often they fall, when the first is due and whether the customer is charged automatically…
• View Installment Plans →An installment plan splits what a customer owes on an invoice into scheduled payments. This capability opens the Installment Plans page under Money, where a provider can see every plan for their…
• View Recurring Invoices →Recurring invoices let a provider bill the same customer on a repeating schedule for ongoing work. This capability opens the Recurring page under Money, where every recurring invoice is listed with…
• What the Customer Sees on an Installment Plan →When a provider offers you a payment plan on an invoice, you see it on that invoice in your account. This guide explains the offer, how to accept it, and what you can see and change afterward. A…