Help centre/Get paid/Payment plan reminders

Payment plan reminders

Keep customers on track with instalments.

• Set up payment plans for a group

  Decide which invoices can be split into instalments, how many, how often, and whether to add a surcharge.

• How payment plan reminders work

  Split an invoice into instalments and remind the customer before each one is due.

• Create or remove a payment plan on an invoice

  Put one invoice on instalments from the invoice page, see how payments are matched, and take the plan off again.