How to split an invoice into installments or take a deposit (payment plan and partial payment)

Step by step

Create an installment plan on an invoice

1. In Payments › Invoices & Estimates, create a new invoice or open an existing one.
2. After adding the products, click Add Payment Schedule.
3. Choose to split by percentage or fixed amount and set each installment with its due date (e.g. 50% on sending, 50% in 30 days).
4. Save and click Send.
5. The customer sees the plan on the invoice. When paying, they pick the installment that's due or check several to pay at once; they can only pay in the installments you defined.
6. The invoice becomes Paid once all installments are paid. On each installment's due date, the customer gets a notice if it's still unpaid.

Charge installments automatically

1. When you click Send on an invoice with a payment schedule, switch on Auto-payments.
2. Pick the card: the one used for the first payment, a card saved on the customer's record, or a new card.
3. The remaining installments are charged to that card on the set dates. You can track each charge in Payments › Transactions.

Allow partial payment with a minimum amount

1. In Payments › Invoices & Estimates, click Settings, then Payment Settings.
2. Turn on Partial Payments.
3. Enter the minimum percentage of the invoice total the customer must pay each time.
4. Click Save. From now on, on one-time and recurring invoices, the customer can pay any amount equal to or above that minimum and the rest stays outstanding.