Automate Payment Plans on Invoices When Setting Up
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Sam Buckley
I just had to create a 26 weekly payments for a payment plan and I had to click the add payment 24 times, add the same payment amount 26 times and choose 26 dates for the payments to be processed. Not only that but the calendar that pops up to choose the date stays on the original month of the first payment so by the end I had to click the arrow button 5 times to get to the right month to choose the date of the last payment.
See looms here:
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Antigone Klima
Is there a reason why the Recurring Invoice or a product with this schedule didn't fit the bill? Please help me understand the difference between these options before I vote. Thanks!
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Sue Ellar
Antigone Klima becasue you want the client to see the payment schedule. The recurring payments option is doesn't give clear visibility of when payments are coming out. (More relevent on a shorter payment plan than a 2 years one - granted )
Also when you look back at the invoice, its clear which ones have been paid and how many are remaining.