** Note** If you haven't already created an invoice, you can follow the steps here: How Can I Collect a Payment?
Step 1: After adding an invoice with a line item, you will find a Payment Schedule icon next to the Taxes icon in the top right of the invoice. Once you click Payment Schedule, you will see "Payment in Full" as the default setting. Go ahead and click "Payment Installments."
a.
b.
Step 2: You will notice a box on the left that says "Auto-Generate Installments" and on the right you will see where the installment dates + amounts will show up. There are two ways to add Payment Installments. For clarity, we will group them into Option A and Option B. They are both easy to setup, so let's see which one you prefer.
Option A
Add your Event Date and then Select Payment Schedule. You will see a drop down that has payment schedules added to. We will select the first one:
"Half Now | Half Two Weeks Before"
This means half of the invoice total will be required upon agreement of this invoice, and half will be required two weeks before the Event Date.
**Note: This is one of many different Payment Schedules you can use. By going to Managing Payment Schedules, you can add ones that fit your specific needs.
Once have selected the Payment Schedule, you will notice the Installment dates and amounts are automatically generated for you on the right-hand side. It's as simple as that.
Option B
Instead of Auto-generating the installments, you can manually add the dates and amounts to the right-hand side. You will just need to make sure the individual amounts add up to the total of the invoice.
Final Step: Once you have added a payment schedule, it will appear below your invoice. All you need to do is add a participant and send your invoice on it's way.
