Payment Plans and Instalments

Payment and Instalment Plans allow the charging of fees to be spread over a number of months.

There are 2 different options available.

Payment Plans - allow large invoices to be broken down into smaller, individual periodic invoices. (This results in multiple invoices.)

Instalment Plans - allow a single invoice to be paid off over a number of payments. (Multiple invoices are not created.)

To enable one or both of these options:

a) Go to Settings

b) Scroll down to Invoicing & Payments

c) Click 'Payment Plans & Instalments'

Last updated 15:06 on 9 February 2024