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Frequently asked questions
FAQ-046How do I set a deposit and multiple installments on an invoice?Invoices, payments and payment plans · Agency and team
In the invoice form, enable the payment plan. Set the deposit as a percentage or fixed amount, its due date, and the number of later installments. Choose weekly, every 15 days, every 30 days, or custom dates. Review the preview: the deposit and installments must add up to the invoice total. Save, then check “Installment schedule” in the details.
A schedule organizes due dates; it does not mean the deposit has been collected or that an automatic charge will occur on each date.
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